GC
Garde Capital Portfolio holdings
AUM $1.87B
This Quarter Return
-1.71%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$1.75B
AUM Growth
+$230M (+15%)
Cap. Flow
+$279M
Cap. Flow % of AUM
15.95%
Top 10 Holdings %Top 10 Hldgs %
52.32%
Holding
856
New
578
Increased
54
Reduced
93
Closed
52
Top Buys
| 1 | $115M | |
| 2 | $50.1M | |
| 3 | $47.2M | |
| 4 | $31.7M | |
| 5 | $29.3M |
Top Sells
| 1 | $4.16M | |
| 2 | $3.37M | |
| 3 | $1.89M | |
| 4 | $1.5M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $35.8K | ﹤0.01% | +154 | New | +$35.8K | |||
| $35.7K | ﹤0.01% | +279 | New | +$35.7K | |||
| $35.6K | ﹤0.01% | +255 | New | +$35.6K | |||
| $35.6K | ﹤0.01% | +325 | New | +$35.6K | |||
| $35.4K | ﹤0.01% | +125 | New | +$35.4K | |||
| $35.3K | ﹤0.01% | +400 | New | +$35.3K | |||
| $35.2K | ﹤0.01% | +2,258 | New | +$35.2K | |||
| $35.1K | ﹤0.01% | +704 | New | +$35.1K | |||
| $35.1K | ﹤0.01% | +1,200 | New | +$35.1K | |||
| $34.8K | ﹤0.01% | +2,802 | New | +$34.8K | |||
| $34.7K | ﹤0.01% | +330 | New | +$34.7K | |||
| $34.5K | ﹤0.01% | +707 | New | +$34.5K | |||
| $34.1K | ﹤0.01% | +89 | New | +$34.1K | |||
| $34.1K | ﹤0.01% | +860 | New | +$34.1K | |||
| $33.9K | ﹤0.01% | +771 | New | +$33.9K | |||
| $33.5K | ﹤0.01% | +655 | New | +$33.5K | |||
| $32.5K | ﹤0.01% | +115 | New | +$32.5K | |||
| $32.5K | ﹤0.01% | +900 | New | +$32.5K | |||
| $31.5K | ﹤0.01% | +465 | New | +$31.5K | |||
| $31.1K | ﹤0.01% | +100 | New | +$31.1K | |||
| $30.9K | ﹤0.01% | +2,653 | New | +$30.9K | |||
| $30.7K | ﹤0.01% | +3,960 | New | +$30.7K | |||
| $30.6K | ﹤0.01% | +368 | New | +$30.6K | |||
| $30.4K | ﹤0.01% | +425 | New | +$30.4K | |||
| $30.2K | ﹤0.01% | +2,224 | New | +$30.2K |
