GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
-4.95%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$399M
AUM Growth
+$399M
(-7.2%)
Cap. Flow
-$8.91M
Cap. Flow
% of AUM
-2.23%
Top 10 Holdings %
Top 10 Hldgs %
96.22%
Holding
42
New
2
Increased
6
Reduced
8
Closed
6
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.47M |
| 2 |
Pinnacle Financial Partners
PNFP
|
$406K |
| 3 |
Exxon Mobil
XOM
|
$208K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$150K |
| 5 |
iShares Gold Trust
IAU
|
$58.9K |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.28M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$4.06M |
| 3 |
DM
Desktop Metal, Inc.
DM
|
$3.79M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$895K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$597K |
Sector Composition
| 1 | Financials | 3.74% |
| 2 | Industrials | 1.28% |
| 3 | Technology | 0.52% |
| 4 | Energy | 0.16% |
| 5 | Consumer Staples | 0.08% |
