GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
-3.49%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$279M
AUM Growth
+$279M
(-0.89%)
Cap. Flow
+$7.57M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
92.92%
Holding
38
New
1
Increased
5
Reduced
6
Closed
–
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$5.41M |
| 2 |
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
|
$3.79M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$219K |
| 4 |
SPDR Gold Trust
GLD
|
$75.1K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$52.3K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$838K |
| 2 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$605K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$441K |
| 4 |
Exxon Mobil
XOM
|
$45.5K |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
$34.1K |
Sector Composition
| 1 | Consumer Staples | 4.45% |
| 2 | Financials | 0.37% |
| 3 | Energy | 0.2% |
| 4 | Technology | 0.14% |
| 5 | Industrials | 0.1% |
