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
$578M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$2.9M
3
+$2.69M
4
BND icon
Vanguard Total Bond Market
BND
+$2.47M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.21M

Top Sells

1
+$2.65M
2
+$2.43M
3
+$1.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$399K

Sector Composition

1 Technology 4.23%
2 Consumer Discretionary 1.79%
3 Healthcare 1.73%
4 Financials 1.67%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.87M 0.67%
36,424
+233
27
$3.72M 0.64%
43,720
+2,840
28
$3.69M 0.64%
32,658
-21,509
29
$3.51M 0.61%
73,788
+1,186
30
$3.28M 0.57%
22,804
-1,517
31
$2.69M 0.47%
23,444
-2,406
32
$2.65M 0.46%
14,212
+13
33
$2.56M 0.44%
31,774
+1,845
34
$2.46M 0.43%
7,331
35
$2.42M 0.42%
88,306
-96,472
36
$2.36M 0.41%
8,703
37
$2.35M 0.41%
11,233
38
$2.23M 0.39%
39,460
+260
39
$2.08M 0.36%
16,666
-1,246
40
$1.91M 0.33%
91,584
+26,334
41
$1.9M 0.33%
38,212
-110
42
$1.78M 0.31%
36,516
+368
43
$1.78M 0.31%
26,527
-1,451
44
$1.76M 0.31%
16,918
+150
45
$1.61M 0.28%
9,387
46
$1.57M 0.27%
28,768
47
$1.56M 0.27%
26,738
+1,092
48
$1.56M 0.27%
61,560
+5,538
49
$1.49M 0.26%
11,783
50
$1.48M 0.26%
15,087
+2,604
1
2
3 4 5