GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
-16.79%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$338M
AUM Growth
+$338M
(-15%)
Cap. Flow
+$6.63M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
95%
Holding
46
New
10
Increased
7
Reduced
7
Closed
1
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.83M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.57M |
| 3 |
MeridianLink
MLNK
|
$1.35M |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
$501K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$482K |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$326K |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$301K |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$207K |
| 4 |
Vanguard Large-Cap ETF
VV
|
$94.1K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$59.9K |
Sector Composition
| 1 | Financials | 3.5% |
| 2 | Technology | 0.97% |
| 3 | Industrials | 0.74% |
| 4 | Consumer Staples | 0.34% |
| 5 | Energy | 0.19% |
