GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
-1.19%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$294M
AUM Growth
+$294M
(+3.4%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
4.08%
Top 10 Holdings %
Top 10 Hldgs %
94.19%
Holding
34
New
1
Increased
5
Reduced
10
Closed
–
Top Buys
| 1 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$9.42M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$3.46M |
| 3 |
iShares Gold Trust
IAU
|
$1.41M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$1.27M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$300K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.92M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$474K |
| 3 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$282K |
| 4 |
iShares Russell 3000 ETF
IWV
|
$86.4K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$50.3K |
Sector Composition
| 1 | Consumer Staples | 4.49% |
| 2 | Financials | 0.32% |
| 3 | Energy | 0.23% |
| 4 | Technology | 0.1% |
| 5 | Industrials | 0.08% |
