GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+2.81%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$266M
AUM Growth
+$266M
(-11%)
Cap. Flow
-$39.5M
Cap. Flow
% of AUM
-14.83%
Top 10 Holdings %
Top 10 Hldgs %
96.17%
Holding
37
New
2
Increased
2
Reduced
9
Closed
4
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$225K |
| 2 |
FNB Corp
FNB
|
$214K |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$121K |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
$33.1K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$16M |
| 2 |
iShares Gold Trust
IAU
|
$10.9M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$4.71M |
| 4 |
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
|
$3.91M |
| 5 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$2.41M |
Sector Composition
| 1 | Financials | 0.67% |
| 2 | Energy | 0.22% |
| 3 | Technology | 0.18% |
| 4 | Consumer Staples | 0.11% |
| 5 | Industrials | 0.09% |
