GC

Gibson Capital Portfolio holdings

AUM $506M
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
-$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$207K
3
+$9.7K

Top Sells

1
+$12M
2
+$1.64M
3
+$112K
4
PG icon
Procter & Gamble
PG
+$10.5K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$5.2K

Sector Composition

1 Consumer Staples 5.1%
2 Financials 0.35%
3 Energy 0.23%
4 Technology 0.13%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$117M 42.02%
907,154
-12,636
2
$69.5M 24.86%
836,724
+5,354
3
$14M 5.01%
154,021
-115
4
$13.3M 4.75%
139,995
5
$12.6M 4.51%
511,782
+394
6
$12M 4.28%
103,778
7
$8.58M 3.07%
223,678
-2,912
8
$6.63M 2.37%
58,376
-105,324
9
$5.28M 1.89%
35,890
10
$3.18M 1.14%
68,544
-112
11
$2.72M 0.97%
18,230
12
$2.3M 0.82%
18,009
13
$1.27M 0.45%
18,511
14
$986K 0.35%
4,276
15
$874K 0.31%
9,449
16
$862K 0.31%
6,105
17
$860K 0.31%
9,975
18
$777K 0.28%
3,095
19
$553K 0.2%
12,744
20
$473K 0.17%
1,874
21
$463K 0.17%
2,526
22
$453K 0.16%
3,734
23
$413K 0.15%
9,220
24
$375K 0.13%
9,752
25
$374K 0.13%
5,043
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