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
$257M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$612K
3
+$132K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$118K
5
MMM icon
3M
MMM
+$34.7K

Top Sells

1
+$2.95M
2
+$2.32M
3
+$1.12M
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$671K
5
VV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$111M 43.32%
872,247
+7,563
2
$64.5M 25.12%
866,578
-14,998
3
$14.1M 5.5%
153,611
4
$13.2M 5.14%
134,691
5
$12.9M 5.03%
528,269
-18,856
6
$10.8M 4.19%
93,747
-5,440
7
$5.93M 2.31%
168,599
-19,063
8
$4.76M 1.85%
34,440
9
$3.47M 1.35%
137,906
10
$2.79M 1.09%
25,595
-27,001
11
$1.92M 0.75%
41,280
-6,178
12
$1.72M 0.67%
15,132
13
$918K 0.36%
3
+2
14
$810K 0.32%
9,449
15
$769K 0.3%
5,836
16
$760K 0.3%
8,750
17
$597K 0.23%
2,938
+582
18
$591K 0.23%
2,370
19
$435K 0.17%
3,611
20
$419K 0.16%
7,150
21
$419K 0.16%
8,055
+2,530
22
$372K 0.14%
9,512
23
$347K 0.14%
5,043
24
$342K 0.13%
2,333
-15,813
25
$322K 0.13%
1,287
1
2