GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+6.98%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$358M
AUM Growth
+$358M
(+5.4%)
Cap. Flow
-$5.55M
Cap. Flow
% of AUM
-1.55%
Top 10 Holdings %
Top 10 Hldgs %
96.15%
Holding
41
New
4
Increased
2
Reduced
12
Closed
–
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$6.95M |
| 2 |
FNB Corp
FNB
|
$231K |
| 3 |
Fifth Third Bancorp
FITB
|
$214K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$213K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$203K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5M |
| 2 |
XONE
The ExOne Company
XONE
|
$2.79M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.94M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$1.2M |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$1.16M |
Sector Composition
| 1 | Financials | 2.72% |
| 2 | Technology | 0.38% |
| 3 | Healthcare | 0.24% |
| 4 | Industrials | 0.2% |
| 5 | Consumer Staples | 0.09% |
