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
$374M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.48M
3
+$1.79M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.73M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.5M

Top Sells

1
+$2.39M
2
+$1.43M
3
+$1.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$815K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$732K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 1.31%
3 Healthcare 0.82%
4 Consumer Staples 0.74%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 0.84%
27,537
-2,954
27
$2.76M 0.74%
25,475
+8,863
28
$2.58M 0.69%
71,808
-1,676
29
$1.98M 0.53%
25,210
+1,092
30
$1.93M 0.52%
17,850
+312
31
$1.64M 0.44%
37,040
-5,580
32
$1.52M 0.41%
26,184
+4,620
33
$1.38M 0.37%
8,553
+70
34
$1.36M 0.36%
11,852
-2,830
35
$1.34M 0.36%
22,980
-2,826
36
$1.28M 0.34%
26,716
-3,356
37
$1.27M 0.34%
45,894
+8,118
38
$1.24M 0.33%
19,903
-84
39
$1.16M 0.31%
8,794
-800
40
$1.14M 0.3%
82,372
-216
41
$1.11M 0.3%
23,252
42
$1.09M 0.29%
23,856
-23,372
43
$990K 0.26%
5,941
-1,253
44
$976K 0.26%
37,708
+6,166
45
$970K 0.26%
26,879
+1,570
46
$933K 0.25%
5,273
+398
47
$836K 0.22%
19,720
+1,060
48
$810K 0.22%
45,275
-126
49
$769K 0.21%
9,647
+1,202
50
$769K 0.21%
46,452
+1,737
1
2
3 4 5