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
CLH icon
401
Clean Harbors
CLH
$10.9B
$19.7K ﹤0.01%
+100
PAYX icon
402
Paychex
PAYX
$40.1B
$19.6K ﹤0.01%
+127
WCLD icon
403
WisdomTree Cloud Computing Fund
WCLD
$315M
$19.5K ﹤0.01%
+600
ADI icon
404
Analog Devices
ADI
$114B
$19.4K ﹤0.01%
+96
ENPH icon
405
Enphase Energy
ENPH
$3.64B
$18.9K ﹤0.01%
+305
FSK icon
406
FS KKR Capital
FSK
$4.35B
$18.7K ﹤0.01%
+892
RIVN icon
407
Rivian
RIVN
$18.4B
$18.6K ﹤0.01%
+1,493
GGG icon
408
Graco
GGG
$13.3B
$18.5K ﹤0.01%
+222
ACHR icon
409
Archer Aviation
ACHR
$4.88B
$18.1K ﹤0.01%
+2,545
HDB icon
410
HDFC Bank
HDB
$190B
$17.9K ﹤0.01%
+540
UL icon
411
Unilever
UL
$146B
$17.9K ﹤0.01%
+300
SOR
412
Source Capital
SOR
$375M
$17.7K ﹤0.01%
+427
ES icon
413
Eversource Energy
ES
$27.7B
$17.6K ﹤0.01%
+283
TFX icon
414
Teleflex
TFX
$4.65B
$17.4K ﹤0.01%
+126
SPDW icon
415
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.8B
$16.9K ﹤0.01%
+465
COLB icon
416
Columbia Banking Systems
COLB
$7.94B
$16.9K ﹤0.01%
+676
X
417
DELISTED
US Steel
X
$16.8K ﹤0.01%
+398
EWC icon
418
iShares MSCI Canada ETF
EWC
$3.37B
$16.6K ﹤0.01%
+408
RGLD icon
419
Royal Gold
RGLD
$15.8B
$16.4K ﹤0.01%
+100
TTE icon
420
TotalEnergies
TTE
$141B
$16.2K ﹤0.01%
+251
EWX icon
421
SPDR S&P Emerging Markets Small Cap ETF
EWX
$773M
$15.8K ﹤0.01%
+279
GIS icon
422
General Mills
GIS
$25B
$15.5K ﹤0.01%
+260
PDD icon
423
Pinduoduo
PDD
$184B
$15.4K ﹤0.01%
+130
ITW icon
424
Illinois Tool Works
ITW
$70.4B
$15.4K ﹤0.01%
+62
SWK icon
425
Stanley Black & Decker
SWK
$10.1B
$15.4K ﹤0.01%
+200