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
$309M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$898K
3
+$593K
4
BND icon
Vanguard Total Bond Market
BND
+$578K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$514K

Top Sells

1
+$651K
2
+$570K
3
+$435K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$375K
5
IYR icon
iShares US Real Estate ETF
IYR
+$259K

Sector Composition

1 Technology 2.39%
2 Consumer Discretionary 1.4%
3 Healthcare 0.97%
4 Consumer Staples 0.91%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.59%
22,059
-3,140
27
$1.74M 0.56%
18,181
-27
28
$1.7M 0.55%
16,446
-706
29
$1.67M 0.54%
69,728
-952
30
$1.56M 0.51%
36,437
-1,216
31
$1.43M 0.46%
25,110
-841
32
$1.3M 0.42%
36,480
+260
33
$1.29M 0.42%
23,066
-1,263
34
$1.2M 0.39%
19,688
+2,614
35
$1.16M 0.37%
8,426
-42
36
$1.08M 0.35%
37,852
-1,548
37
$1.04M 0.34%
7,161
-275
38
$1.02M 0.33%
9,507
39
$891K 0.29%
18,000
+1,107
40
$875K 0.28%
82,372
-1,720
41
$871K 0.28%
16,173
+4,716
42
$855K 0.28%
20,438
+2,859
43
$840K 0.27%
23,880
+1,900
44
$802K 0.26%
24,439
-1,400
45
$729K 0.24%
7,782
46
$689K 0.22%
46,131
+405
47
$684K 0.22%
19,780
+400
48
$663K 0.21%
23,486
+656
49
$638K 0.21%
18,560
-2,503
50
$627K 0.2%
4,824
-175
1
2
3 4 5