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
NVO icon
301
Novo Nordisk
NVO
$214B
$59K ﹤0.01%
+850
HUBS icon
302
HubSpot
HUBS
$20.8B
$57.1K ﹤0.01%
+100
XYZ
303
Block Inc
XYZ
$36.8B
$56.9K ﹤0.01%
+1,047
ECOW icon
304
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$119M
$56.4K ﹤0.01%
+2,760
LMT icon
305
Lockheed Martin
LMT
$108B
$55.1K ﹤0.01%
+123
MPC icon
306
Marathon Petroleum
MPC
$60.1B
$55.1K ﹤0.01%
378
-737
LIN icon
307
Linde
LIN
$198B
$54K ﹤0.01%
+116
CSWC icon
308
Capital Southwest
CSWC
$1.2B
$53.6K ﹤0.01%
+2,401
CAH icon
309
Cardinal Health
CAH
$48.8B
$52.4K ﹤0.01%
+380
ASML icon
310
ASML
ASML
$391B
$52.3K ﹤0.01%
+79
IR icon
311
Ingersoll Rand
IR
$29.8B
$51.9K ﹤0.01%
+648
SDY icon
312
State Street SPDR S&P Dividend ETF
SDY
$20B
$51.8K ﹤0.01%
+382
GSK icon
313
GSK
GSK
$94.8B
$51.1K ﹤0.01%
+1,318
DELL icon
314
Dell
DELL
$89.6B
$50.2K ﹤0.01%
+551
MGK icon
315
Vanguard Mega Cap Growth ETF
MGK
$31.3B
$49.4K ﹤0.01%
+160
ZTS icon
316
Zoetis
ZTS
$53.2B
$48.7K ﹤0.01%
+296
ED icon
317
Consolidated Edison
ED
$36.7B
$48.5K ﹤0.01%
+439
INTC icon
318
Intel
INTC
$169B
$47.9K ﹤0.01%
+2,109
EUFN icon
319
iShares MSCI Europe Financials ETF
EUFN
$4.54B
$47.9K ﹤0.01%
+1,680
IHE icon
320
iShares US Pharmaceuticals ETF
IHE
$650M
$46.4K ﹤0.01%
+657
BTU icon
321
Peabody Energy
BTU
$3.51B
$46.2K ﹤0.01%
+3,409
BRO icon
322
Brown & Brown
BRO
$27.6B
$46.2K ﹤0.01%
+371
EMXC icon
323
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.1B
$45.6K ﹤0.01%
+828
TLRY icon
324
Tilray
TLRY
$1.21B
$45.6K ﹤0.01%
+69,355
NVS icon
325
Novartis
NVS
$252B
$45.1K ﹤0.01%
+405