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
$530M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.43M
3
+$1.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.18M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$899K

Top Sells

1
+$2.15M
2
+$1.77M
3
+$789K
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$749K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$600K

Sector Composition

1 Technology 3.83%
2 Financials 1.88%
3 Healthcare 1.84%
4 Consumer Discretionary 1.7%
5 Industrials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4M 0.75%
36,575
+2,932
27
$3.79M 0.71%
222,312
+2,368
28
$3.56M 0.67%
71,019
-2,974
29
$3.53M 0.66%
26,179
+1,874
30
$3.17M 0.6%
26,115
-1,640
31
$2.66M 0.5%
13,441
32
$2.29M 0.43%
39,200
+480
33
$2.28M 0.43%
8,538
-766
34
$2.22M 0.42%
7,520
-129
35
$2.12M 0.4%
36,942
-103
36
$2.12M 0.4%
17,275
+3
37
$2.06M 0.39%
39,100
+10,820
38
$2.05M 0.39%
25,311
39
$1.96M 0.37%
10,528
+545
40
$1.83M 0.34%
39,579
+37
41
$1.8M 0.34%
16,797
-216
42
$1.72M 0.32%
24,484
+1,591
43
$1.71M 0.32%
11,513
+9,609
44
$1.61M 0.3%
29,621
-1,054
45
$1.52M 0.29%
25,646
-254
46
$1.5M 0.28%
11,997
+94
47
$1.48M 0.28%
57,042
+4,690
48
$1.46M 0.28%
9,387
49
$1.44M 0.27%
27,260
+781
50
$1.33M 0.25%
2,591
-420
1
2
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