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
$277M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.24M
3
+$1.13M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$509K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$424K

Top Sells

1
+$1.72M
2
+$321K
3
+$102K
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$63.3K
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.84K

Sector Composition

1 Financials 0.75%
2 Technology 0.41%
3 Energy 0.23%
4 Consumer Staples 0.15%
5 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$137M 49.64%
910,600
-11,392
2
$77.6M 28.04%
833,945
+4,561
3
$16.1M 5.82%
134,691
4
$12.7M 4.6%
93,367
5
$6.28M 2.27%
37,476
+3,036
6
$3.94M 1.43%
100,341
-1,609
7
$2.55M 0.92%
21,956
-17
8
$2.27M 0.82%
41,088
-1,842
9
$1.89M 0.68%
14,654
10
$1.4M 0.51%
+12,591
11
$1.24M 0.45%
+7,466
12
$1.13M 0.41%
+18,532
13
$986K 0.36%
9,449
14
$934K 0.34%
3
15
$887K 0.32%
5,772
-64
16
$739K 0.27%
3,579
+638
17
$703K 0.25%
2,370
18
$633K 0.23%
22,647
-11,475
19
$617K 0.22%
5,990
20
$530K 0.19%
9,512
21
$460K 0.17%
7,912
-55
22
$418K 0.15%
7,750
+1,915
23
$405K 0.15%
2,333
24
$400K 0.14%
1,347
+60
25
$397K 0.14%
6,112
1
2