GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+7.15%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$300M
AUM Growth
+$300M
(+5.9%)
Cap. Flow
-$2.79M
Cap. Flow
% of AUM
-0.93%
Top 10 Holdings %
Top 10 Hldgs %
96.28%
Holding
35
New
1
Increased
9
Reduced
7
Closed
3
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$892K |
| 2 |
Apple
AAPL
|
$760K |
| 3 |
iShares Silver Trust
SLV
|
$275K |
| 4 |
iShares Gold Trust
IAU
|
$227K |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$97.5K |
Top Sells
| 1 |
XONE
The ExOne Company
XONE
|
$2.44M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.87M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$252K |
| 4 |
Chevron
CVX
|
$222K |
| 5 |
FNB Corp
FNB
|
$136K |
Sector Composition
| 1 | Financials | 2.52% |
| 2 | Industrials | 0.5% |
| 3 | Technology | 0.41% |
| 4 | Healthcare | 0.18% |
| 5 | Consumer Staples | 0.1% |
