GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
-9.78%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$257M
AUM Growth
+$257M
(-13%)
Cap. Flow
-$7.09M
Cap. Flow
% of AUM
-2.76%
Top 10 Holdings %
Top 10 Hldgs %
94.91%
Holding
36
New
–
Increased
5
Reduced
9
Closed
2
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$964K |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$612K |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$132K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$118K |
| 5 |
3M
MMM
|
$34.7K |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$2.95M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$2.32M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.12M |
| 4 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$671K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$625K |
Sector Composition
| 1 | Consumer Staples | 5.61% |
| 2 | Financials | 0.59% |
| 3 | Energy | 0.2% |
| 4 | Technology | 0.14% |
| 5 | Industrials | 0.11% |
