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
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Sells

1 +$4.16M
2 +$3.37M
3 +$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ISRG icon
251
Intuitive Surgical
ISRG
$195B
$104K 0.01%
210
VCIT icon
252
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$102K 0.01%
+1,242
FIS icon
253
Fidelity National Information Services
FIS
$33.3B
$101K 0.01%
1,348
AKAM icon
254
Akamai
AKAM
$12.5B
$100K 0.01%
1,246
-2,886
STIP icon
255
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$97.3K 0.01%
+940
BMY icon
256
Bristol-Myers Squibb
BMY
$95B
$96.8K 0.01%
+1,587
GLW icon
257
Corning
GLW
$70.4B
$96.6K 0.01%
2,109
NOW icon
258
ServiceNow
NOW
$176B
$95.5K 0.01%
120
+13
AEE icon
259
Ameren
AEE
$28.4B
$94K 0.01%
+936
OKE icon
260
Oneok
OKE
$44.4B
$94K 0.01%
+947
VONV icon
261
Vanguard Russell 1000 Value ETF
VONV
$13.8B
$93.6K 0.01%
+1,134
CALF icon
262
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.99B
$93.6K 0.01%
+2,495
GNR icon
263
SPDR S&P Global Natural Resources ETF
GNR
$3.43B
$93.4K 0.01%
+1,754
CI icon
264
Cigna
CI
$72B
$90.5K 0.01%
+275
MA icon
265
Mastercard
MA
$490B
$90.3K 0.01%
+165
TCHI icon
266
iShares MSCI China Multisector Tech ETF
TCHI
$28.9M
$89.5K 0.01%
+4,472
SONY icon
267
Sony
SONY
$180B
$89.5K 0.01%
+3,525
NTR icon
268
Nutrien
NTR
$28.7B
$89.4K 0.01%
+1,800
DKNG icon
269
DraftKings
DKNG
$14.7B
$88.7K 0.01%
+2,672
IYY icon
270
iShares Dow Jones US ETF
IYY
$2.68B
$88.5K 0.01%
+650
IXC icon
271
iShares Global Energy ETF
IXC
$1.95B
$86.1K ﹤0.01%
+2,047
ITA icon
272
iShares US Aerospace & Defense ETF
ITA
$11.3B
$86K ﹤0.01%
+562
MDU icon
273
MDU Resources
MDU
$4.21B
$81.8K ﹤0.01%
+4,835
VLO icon
274
Valero Energy
VLO
$55.4B
$81.2K ﹤0.01%
615
-400
SCHO icon
275
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$78.7K ﹤0.01%
+3,234