GCP

Garda Capital Partners Portfolio holdings

AUM $38.9M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$231M
2
+$24.1M
3
+$10.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.63M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$7.66M

Top Sells

1
+$15.3M
2
+$6.71M
3
+$6.23M
4
ASML icon
ASML
ASML
+$5.99M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$5.84M

Sector Composition

1 Financials 3.34%
2 Technology 3.21%
3 Energy 2.28%
4 Consumer Discretionary 1.67%
5 Real Estate 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
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