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
$565M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$3.59M
3
+$2.59M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$2.46M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.88M

Top Sells

1
+$4.79M
2
+$2.85M
3
+$2.33M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.34M

Sector Composition

1 Technology 4.32%
2 Consumer Discretionary 1.82%
3 Healthcare 1.8%
4 Financials 1.56%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.14M 0.73%
59,739
+688
27
$3.97M 0.7%
280,188
-18,206
28
$3.78M 0.67%
113,950
+1,505
29
$3.61M 0.64%
418,616
+301,160
30
$3.24M 0.57%
43,100
-1,240
31
$2.92M 0.52%
14,275
+38
32
$2.91M 0.51%
150,964
+55,316
33
$2.9M 0.51%
22,119
-523
34
$2.82M 0.5%
37,596
+5,944
35
$2.73M 0.48%
42,462
-23
36
$2.46M 0.44%
+84,044
37
$2.41M 0.43%
7,462
-8
38
$2.29M 0.41%
19,089
+1,780
39
$2.27M 0.4%
11,149
+25
40
$2.2M 0.39%
42,100
-460
41
$2.1M 0.37%
8,396
-240
42
$1.99M 0.35%
42,325
+4,213
43
$1.92M 0.34%
76,018
+1,864
44
$1.86M 0.33%
186,546
-666
45
$1.8M 0.32%
15,651
-101
46
$1.78M 0.32%
117,692
+76,888
47
$1.68M 0.3%
17,208
+95
48
$1.6M 0.28%
28,501
+926
49
$1.57M 0.28%
26,664
-1,419
50
$1.54M 0.27%
26,393
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