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
$285M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.09M
3
+$3.29M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.93M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.94M

Top Sells

1
+$4.1M
2
+$3.04M
3
+$2.87M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$2.12M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.87M

Sector Composition

1 Technology 2.5%
2 Consumer Discretionary 1.44%
3 Healthcare 0.71%
4 Consumer Staples 0.63%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.75%
81,136
-60,624
27
$1.99M 0.7%
18,459
-1,093
28
$1.88M 0.66%
19,167
-1,637
29
$1.69M 0.59%
22,445
-347
30
$1.54M 0.54%
16,492
+2,339
31
$1.49M 0.52%
24,744
-13,871
32
$1.45M 0.51%
32,378
-41,843
33
$1.44M 0.5%
24,437
-1,013
34
$1.32M 0.47%
20,716
-27,631
35
$1.28M 0.45%
36,359
-44,001
36
$1.21M 0.42%
10,805
-128
37
$1.19M 0.42%
8,555
-423
38
$1.06M 0.37%
31,520
-600
39
$1.04M 0.36%
40,218
+15,768
40
$974K 0.34%
16,482
41
$891K 0.31%
6,751
-5,852
42
$781K 0.27%
24,256
-23,620
43
$732K 0.26%
5,064
-6,153
44
$725K 0.25%
20,677
+10,734
45
$708K 0.25%
14,638
+2,489
46
$696K 0.24%
17,880
-11,240
47
$696K 0.24%
20,209
-12,663
48
$675K 0.24%
24,537
-15,217
49
$668K 0.23%
47,184
+444
50
$667K 0.23%
16,942
+117
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