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
$313M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.25M
3
+$3.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.04M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.87M

Top Sells

1
+$8.27M
2
+$4.84M
3
+$4.46M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.9M

Sector Composition

1 Technology 3.97%
2 Industrials 2.09%
3 Financials 2.02%
4 Healthcare 1.94%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.92%
+53,798
27
$2.85M 0.91%
+80,360
28
$2.79M 0.89%
204,274
+15,716
29
$2.68M 0.86%
+116,481
30
$2.37M 0.76%
55,522
+19,085
31
$2.19M 0.7%
38,615
+13,505
32
$2.14M 0.68%
19,552
+1,773
33
$2M 0.64%
26,944
-9,112
34
$1.94M 0.62%
20,804
+4,358
35
$1.85M 0.59%
+50,475
36
$1.64M 0.52%
12,603
+5,442
37
$1.62M 0.52%
22,792
+733
38
$1.57M 0.5%
47,876
+29,316
39
$1.57M 0.5%
77,548
-151,607
40
$1.54M 0.49%
53,501
+42,175
41
$1.5M 0.48%
10,361
+7,251
42
$1.47M 0.47%
11,217
+6,393
43
$1.46M 0.47%
25,450
+2,384
44
$1.45M 0.46%
+27,845
45
$1.32M 0.42%
17,795
+10,013
46
$1.25M 0.4%
48,875
+3,600
47
$1.25M 0.4%
14,153
-4,028
48
$1.21M 0.39%
+9,840
49
$1.2M 0.38%
8,978
+552
50
$1.15M 0.37%
+84,822
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