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
$333M
AUM Growth
+$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.09M
3
+$994K
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$983K
5
VTV icon
Vanguard Value ETF
VTV
+$826K

Top Sells

1
+$1.07M
2
+$683K
3
+$626K
4
VFH icon
Vanguard Financials ETF
VFH
+$586K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$337K

Sector Composition

1 Technology 4.03%
2 Industrials 2.14%
3 Healthcare 2.03%
4 Financials 2.02%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 1%
72,302
-3,035
27
$3.17M 0.95%
53,798
+350
28
$3.1M 0.93%
116,417
+2,770
29
$3.04M 0.91%
68,788
+2,799
30
$2.81M 0.84%
184,412
+3,532
31
$2.52M 0.76%
51,955
+4,387
32
$2.35M 0.71%
59,310
-935
33
$2.16M 0.65%
20,910
-231
34
$2.13M 0.64%
39,637
+3,833
35
$2.12M 0.64%
19,525
+710
36
$1.81M 0.54%
23,516
+107
37
$1.79M 0.54%
60,696
-381
38
$1.71M 0.52%
12,593
+360
39
$1.68M 0.51%
19,742
+3,859
40
$1.62M 0.49%
61,140
+253
41
$1.61M 0.48%
41,503
-5,693
42
$1.57M 0.47%
24,781
-1,701
43
$1.53M 0.46%
30,911
-11,791
44
$1.51M 0.46%
58,254
+29,256
45
$1.48M 0.45%
17,795
+115
46
$1.47M 0.44%
107,623
47
$1.43M 0.43%
10,340
-397
48
$1.41M 0.42%
9,131
-326
49
$1.38M 0.41%
20,388
-172
50
$1.37M 0.41%
10,165
-1,008
1
2
3 4 5