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
$382M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$205K
3
+$123K
4
MSFT icon
Microsoft
MSFT
+$91.3K
5
IAU icon
iShares Gold Trust
IAU
+$38.8K

Top Sells

1
+$925K
2
+$758K
3
+$288K
4
AMZN icon
Amazon
AMZN
+$223K
5
RWR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$206M 53.8%
926,790
-4,168
2
$102M 26.65%
1,002,491
-228
3
$18.3M 4.79%
119,326
4
$16.9M 4.42%
84,064
5
$8.64M 2.26%
21
6
$6.24M 1.63%
26,340
7
$4.75M 1.24%
107,332
-269
8
$2.94M 0.77%
35,410
-382
9
$1.88M 0.49%
14,831
10
$1.33M 0.35%
9,442
+70
11
$1.26M 0.33%
5,772
12
$1.07M 0.28%
32,113
+1,169
13
$1M 0.26%
3,701
+452
14
$956K 0.25%
9,095
-354
15
$694K 0.18%
4,560
16
$597K 0.16%
1,394
17
$594K 0.16%
2,333
18
$559K 0.15%
5,137
+94
19
$526K 0.14%
1,930
20
$516K 0.14%
3,059
+62
21
$489K 0.13%
1,140
22
$416K 0.11%
+39,600
23
$396K 0.1%
4,225
24
$393K 0.1%
7,820
25
$370K 0.1%
1,317
+325
1
2