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
$595M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.17M
3
+$5.33M
4
VTV icon
Vanguard Value ETF
VTV
+$3.64M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.62M

Top Sells

1
+$9.14M
2
+$2.6M
3
+$1.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.34M

Sector Composition

1 Technology 4.42%
2 Consumer Discretionary 1.93%
3 Healthcare 1.85%
4 Financials 1.69%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 0.72%
39,870
-3,001
27
$4.18M 0.7%
112,445
28
$4.03M 0.68%
38,594
+2,170
29
$3.59M 0.6%
44,340
+620
30
$3.22M 0.54%
22,642
-162
31
$3.1M 0.52%
14,237
+25
32
$2.87M 0.48%
42,485
+5,969
33
$2.56M 0.43%
11,124
-109
34
$2.55M 0.43%
7,470
+139
35
$2.52M 0.42%
31,652
-122
36
$2.36M 0.4%
8,636
-67
37
$2.28M 0.38%
42,560
+3,100
38
$2.04M 0.34%
17,309
+2,222
39
$2.04M 0.34%
187,212
+69,636
40
$1.98M 0.33%
95,648
+4,064
41
$1.97M 0.33%
15,752
-914
42
$1.88M 0.32%
17,113
+195
43
$1.84M 0.31%
74,154
+12,594
44
$1.83M 0.31%
38,112
-100
45
$1.77M 0.3%
28,083
+1,556
46
$1.63M 0.27%
27,575
+22
47
$1.62M 0.27%
+29,856
48
$1.52M 0.26%
31,450
+5,618
49
$1.51M 0.25%
27,710
-1,058
50
$1.51M 0.25%
26,393
-345
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