GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+3.91%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$282M
AUM Growth
+$282M
(+0.82%)
Cap. Flow
-$8.08M
Cap. Flow
% of AUM
-2.87%
Top 10 Holdings %
Top 10 Hldgs %
94.09%
Holding
37
New
–
Increased
2
Reduced
12
Closed
–
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$478K |
| 2 |
Exxon Mobil
XOM
|
$994 |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.24M |
| 2 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$798K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$762K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$610K |
| 5 |
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% |
