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
$509M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.04M
3
+$5.51M
4
BND icon
Vanguard Total Bond Market
BND
+$4.66M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.29M

Top Sells

1
+$5.25M
2
+$1.17M
3
+$1.01M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$499K
5
DD
Du Pont De Nemours E I
DD
+$251K

Sector Composition

1 Technology 3.8%
2 Healthcare 1.92%
3 Financials 1.84%
4 Consumer Discretionary 1.71%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 0.72%
33,643
+6,342
27
$3.68M 0.72%
219,944
+186
28
$3.68M 0.72%
73,993
-3,298
29
$3.37M 0.66%
27,755
-1,033
30
$3.04M 0.6%
24,305
-380
31
$2.46M 0.48%
13,441
+5,800
32
$2.34M 0.46%
9,304
-100
33
$2.02M 0.4%
25,311
34
$1.99M 0.39%
17,272
+101
35
$1.99M 0.39%
37,045
+13,754
36
$1.94M 0.38%
7,649
+2,375
37
$1.86M 0.37%
38,720
+220
38
$1.68M 0.33%
30,675
-18,442
39
$1.64M 0.32%
9,983
+6,874
40
$1.63M 0.32%
+17,013
41
$1.57M 0.31%
22,893
-30
42
$1.53M 0.3%
25,900
+792
43
$1.51M 0.3%
39,542
+12,700
44
$1.4M 0.27%
11,903
+9,021
45
$1.38M 0.27%
28,280
+9,100
46
$1.37M 0.27%
52,352
+12,004
47
$1.36M 0.27%
9,387
-90
48
$1.35M 0.26%
+3,011
49
$1.34M 0.26%
7,468
-20
50
$1.31M 0.26%
26,479
+20,844
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