GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
-0.28%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$382M
AUM Growth
+$382M
(-0.63%)
Cap. Flow
-$1.25M
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
96.4%
Holding
43
New
3
Increased
12
Reduced
5
Closed
3
Top Buys
| 1 |
LILM
Lilium N.V. Class A Ordinary Shares
LILM
|
$416K |
| 2 |
JPMorgan Chase
JPM
|
$205K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$123K |
| 4 |
Microsoft
MSFT
|
$91.3K |
| 5 |
iShares Gold Trust
IAU
|
$38.8K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$925K |
| 2 |
LMNX
Luminex Corp
LMNX
|
$758K |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$288K |
| 4 |
Amazon
AMZN
|
$223K |
| 5 |
SPDR Dow Jones REIT ETF
RWR
|
$37.2K |
Sector Composition
| 1 | Financials | 2.8% |
| 2 | Technology | 0.44% |
| 3 | Industrials | 0.27% |
| 4 | Consumer Staples | 0.09% |
| 5 | Energy | 0.07% |
