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
$302M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.41M
3
+$2.39M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.13M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.93M

Top Sells

1
+$1.14M
2
+$940K
3
+$731K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$680K
5
DVY icon
iShares Select Dividend ETF
DVY
+$654K

Sector Composition

1 Technology 2.62%
2 Consumer Discretionary 1.41%
3 Healthcare 0.85%
4 Consumer Staples 0.82%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.65%
25,199
+2,754
27
$1.93M 0.64%
70,680
-10,456
28
$1.71M 0.57%
18,208
+1,716
29
$1.7M 0.56%
17,152
-2,015
30
$1.63M 0.54%
37,653
-15,749
31
$1.55M 0.51%
25,951
+1,207
32
$1.39M 0.46%
24,329
-108
33
$1.12M 0.37%
8,468
-87
34
$1.1M 0.36%
39,400
-818
35
$1.07M 0.36%
36,220
+4,700
36
$1.05M 0.35%
7,436
+685
37
$1.04M 0.34%
9,507
-1,298
38
$1.02M 0.34%
17,074
+592
39
$867K 0.29%
+84,092
40
$838K 0.28%
21,980
+4,100
41
$836K 0.28%
25,839
+5,630
42
$830K 0.27%
16,893
+2,255
43
$732K 0.24%
17,579
+637
44
$722K 0.24%
19,380
+3,200
45
$721K 0.24%
21,063
-3,193
46
$658K 0.22%
45,726
-1,458
47
$651K 0.22%
19,292
-17,067
48
$650K 0.22%
7,782
+962
49
$640K 0.21%
8,362
+1,125
50
$635K 0.21%
4,999
-65
1
2
3 4 5