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
$385M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$223K
3
+$38.8K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$553

Top Sells

1
+$4.11M
2
+$2.14M
3
+$917K
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$294K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$218K

Sector Composition

1 Financials 2.73%
2 Technology 0.4%
3 Healthcare 0.2%
4 Industrials 0.15%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$207M 53.88%
930,958
-9,599
2
$102M 26.49%
1,002,719
-9,021
3
$18.5M 4.8%
119,326
4
$16.9M 4.39%
84,064
-610
5
$8.79M 2.28%
21
6
$6.25M 1.62%
26,340
7
$4.81M 1.25%
+107,601
8
$2.96M 0.77%
35,792
9
$1.89M 0.49%
14,831
10
$1.3M 0.34%
5,772
11
$1.28M 0.33%
9,372
12
$1.04M 0.27%
30,944
+1,158
13
$990K 0.26%
9,449
14
$898K 0.23%
3,249
+2
15
$758K 0.2%
20,600
16
$694K 0.18%
4,560
-1,430
17
$597K 0.16%
1,394
18
$597K 0.16%
2,333
19
$568K 0.15%
5,043
20
$520K 0.14%
1,930
21
$518K 0.13%
2,997
22
$487K 0.13%
1,140
23
$431K 0.11%
7,820
24
$372K 0.1%
4,225
25
$362K 0.09%
4,612
1
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