GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$908K
3
+$856K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$707K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$587K

Top Sells

1
+$605K
2
+$498K
3
+$326K
4
AAL icon
American Airlines Group
AAL
+$238K
5
NBR icon
Nabors Industries
NBR
+$228K

Sector Composition

1 Technology 3.92%
2 Consumer Discretionary 1.49%
3 Healthcare 0.67%
4 Communication Services 0.58%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$88K 0.03%
3,601
102
$66K 0.03%
10,000
103
– –
-155
104
– –
-6,074
105
– –
-5,531
106
– –
-3,325
1 2 3 4
5