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GC
Garde Capital Portfolio holdings
AUM
$1.67B
1-Year Est. Return
13.9%
This Fund
S&P 500
This Quarter
Est. Return
-1.87%
1 Year Est. Return
+13.9%
3 Year Est. Return
+51.52%
5 Year Est. Return
+51.47%
10 Year Est. Return
+173.98%
AUM
$256M
AUM Growth
+$1.77M
(+0.7%)
Cap. Flow
+$7.19M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
53.85%
Holding
106
New
8
Increased
44
Reduced
25
Closed
4
Top Buys
Top Sells
| 1 |
BCM
iPath Pure Beta Broad Commodity ETN
BCM
|
+$649K |
| 2 |
Vanguard Growth ETF
VUG
|
+$499K |
| 3 |
Vanguard Value ETF
VTV
|
+$328K |
| 4 |
American Airlines Group
AAL
|
+$238K |
| 5 |
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
MidCap Financial Investment
MFIC
$820M
| $88K | 0.03% |
3,601
| – | – |
|
102
Ambev
ABEV
$46.8B
| $66K | 0.03% |
10,000
| – | – |
|
|
103
American Airlines Group
AAL
$10.3B
| – | – |
-5,531
| Closed | -$238K |
|
104
Akamai
AKAM
$17.4B
| – | – |
-3,325
| Closed | -$203K |
|
|
105
Nabors Industries
NBR
$1.21B
| – | – |
-155
| Closed | -$228K |
|
|
RAVN
106
DELISTED
Raven Industries Inc
RAVN
| – | – |
-6,074
| Closed | -$201K |
|
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