GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+9.49%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$430M
AUM Growth
+$430M
(+13%)
Cap. Flow
+$8.92M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
96.07%
Holding
44
New
4
Increased
5
Reduced
8
Closed
4
Top Buys
| 1 |
DM
Desktop Metal, Inc.
DM
|
$9.05M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$906K |
| 3 |
Valley National Bancorp
VLY
|
$461K |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$209K |
| 5 |
Johnson & Johnson
JNJ
|
$203K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$762K |
| 2 |
Pinnacle Financial Partners
PNFP
|
$396K |
| 3 |
XONE
The ExOne Company
XONE
|
$337K |
| 4 |
iShares Silver Trust
SLV
|
$268K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$149K |
Sector Composition
| 1 | Financials | 2.93% |
| 2 | Industrials | 2.24% |
| 3 | Technology | 0.49% |
| 4 | Consumer Staples | 0.09% |
| 5 | Energy | 0.08% |
