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 | |
|---|---|---|---|---|---|---|---|
| $15.4K | ﹤0.01% | +132 | New | +$15.4K | |||
| $15K | ﹤0.01% | +73 | New | +$15K | |||
| $15K | ﹤0.01% | +8 | New | +$15K | |||
| $14.9K | ﹤0.01% | +188 | New | +$14.9K | |||
| $14.7K | ﹤0.01% | +73 | New | +$14.7K | |||
| $14.5K | ﹤0.01% | +460 | New | +$14.5K | |||
| $14.4K | ﹤0.01% | +79 | New | +$14.4K | |||
| $14.4K | ﹤0.01% | +284 | New | +$14.4K | |||
| $14.3K | ﹤0.01% | +775 | New | +$14.3K | |||
| $14.2K | ﹤0.01% | +194 | New | +$14.2K | |||
| $13.8K | ﹤0.01% | +129 | New | +$13.8K | |||
| $13.7K | ﹤0.01% | +383 | New | +$13.7K | |||
| $13.6K | ﹤0.01% | +242 | New | +$13.6K | |||
| $13.5K | ﹤0.01% | +310 | New | +$13.5K | |||
| $13.5K | ﹤0.01% | +217 | New | +$13.5K | |||
| $12.7K | ﹤0.01% | +43 | New | +$12.7K | |||
| $12.6K | ﹤0.01% | +466 | New | +$12.6K | |||
| $12.5K | ﹤0.01% | +45 | New | +$12.5K | |||
| $12.5K | ﹤0.01% | +1,090 | New | +$12.5K | |||
| $12.4K | ﹤0.01% | +283 | New | +$12.4K | |||
| $12.3K | ﹤0.01% | +24 | New | +$12.3K | |||
| $12.2K | ﹤0.01% | +400 | New | +$12.2K | |||
| $12.1K | ﹤0.01% | +577 | New | +$12.1K | |||
| $11.8K | ﹤0.01% | +35 | New | +$11.8K | |||
| $11.8K | ﹤0.01% | +381 | New | +$11.8K |
