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 | |
|---|---|---|---|---|---|---|---|
| $19.7K | ﹤0.01% | +100 | New | +$19.7K | |||
| $19.6K | ﹤0.01% | +127 | New | +$19.6K | |||
| $19.5K | ﹤0.01% | +600 | New | +$19.5K | |||
| $19.4K | ﹤0.01% | +96 | New | +$19.4K | |||
| $18.9K | ﹤0.01% | +305 | New | +$18.9K | |||
| $18.7K | ﹤0.01% | +892 | New | +$18.7K | |||
| $18.6K | ﹤0.01% | +1,493 | New | +$18.6K | |||
| $18.5K | ﹤0.01% | +222 | New | +$18.5K | |||
| $18.1K | ﹤0.01% | +2,545 | New | +$18.1K | |||
| $17.9K | ﹤0.01% | +270 | New | +$17.9K | |||
| $17.9K | ﹤0.01% | +300 | New | +$17.9K | |||
| $17.7K | ﹤0.01% | +427 | New | +$17.7K | |||
| $17.6K | ﹤0.01% | +283 | New | +$17.6K | |||
| $17.4K | ﹤0.01% | +126 | New | +$17.4K | |||
| $16.9K | ﹤0.01% | +465 | New | +$16.9K | |||
| $16.9K | ﹤0.01% | +676 | New | +$16.9K | |||
| $16.8K | ﹤0.01% | +398 | New | +$16.8K | |||
| $16.6K | ﹤0.01% | +408 | New | +$16.6K | |||
| $16.4K | ﹤0.01% | +100 | New | +$16.4K | |||
| $16.2K | ﹤0.01% | +251 | New | +$16.2K | |||
| $15.8K | ﹤0.01% | +279 | New | +$15.8K | |||
| $15.5K | ﹤0.01% | +260 | New | +$15.5K | |||
| $15.4K | ﹤0.01% | +130 | New | +$15.4K | |||
| $15.4K | ﹤0.01% | +62 | New | +$15.4K | |||
| $15.4K | ﹤0.01% | +200 | New | +$15.4K |
