GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+1.49%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$285M
AUM Growth
+$285M
(-2.7%)
Cap. Flow
-$12M
Cap. Flow
% of AUM
-4.21%
Top 10 Holdings %
Top 10 Hldgs %
94.32%
Holding
36
New
1
Increased
6
Reduced
12
Closed
–
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$754K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$482K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$227K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$131K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$57.5K |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$6.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$3.31M |
| 3 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$1.65M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$697K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$644K |
Sector Composition
| 1 | Consumer Staples | 4.81% |
| 2 | Financials | 0.33% |
| 3 | Energy | 0.21% |
| 4 | Technology | 0.12% |
| 5 | Industrials | 0.09% |
