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
$282M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$478K
2
+$994

Top Sells

1
+$5.24M
2
+$798K
3
+$762K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$610K
5
VV icon
Vanguard Large-Cap ETF
VV
+$327K

Sector Composition

1 Consumer Staples 5.11%
2 Financials 0.37%
3 Energy 0.24%
4 Technology 0.14%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$119M 42.27%
868,942
-38,212
2
$68.7M 24.35%
829,354
-7,370
3
$14.3M 5.07%
139,995
4
$14.1M 5.02%
154,021
5
$13.2M 4.69%
530,991
+19,209
6
$12.4M 4.4%
101,112
-2,666
7
$8.22M 2.92%
203,895
-19,783
8
$6.35M 2.25%
55,817
-2,559
9
$5.55M 1.97%
35,890
10
$3.24M 1.15%
66,146
-2,398
11
$2.88M 1.02%
18,230
12
$2.39M 0.85%
18,009
13
$1.05M 0.37%
4,276
14
$915K 0.32%
9,975
15
$900K 0.32%
6,105
16
$884K 0.31%
9,449
17
$632K 0.22%
2,370
-725
18
$567K 0.2%
12,708
-36
19
$532K 0.19%
7,613
-10,898
20
$497K 0.18%
2,526
21
$459K 0.16%
3,734
22
$399K 0.14%
9,512
-240
23
$386K 0.14%
5,043
24
$367K 0.13%
7,820
-1,400
25
$361K 0.13%
4,358
+12
1
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