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
$579M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.65M
3
+$1.62M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.15M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$711K

Top Sells

1
+$4.25M
2
+$3.78M
3
+$1.68M
4
COST icon
Costco
COST
+$1.64M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.54M

Sector Composition

1 Technology 3.95%
2 Consumer Discretionary 1.78%
3 Healthcare 0.77%
4 Financials 0.64%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.46M 0.77%
94,032
-26,556
27
$4.45M 0.77%
447,888
+29,272
28
$3.98M 0.69%
44,740
+1,640
29
$3.32M 0.57%
21,955
-164
30
$3.13M 0.54%
35,985
-1,611
31
$3.08M 0.53%
94,146
+10,102
32
$2.88M 0.5%
129,564
-21,400
33
$2.58M 0.44%
9,115
+719
34
$2.47M 0.43%
19,410
+321
35
$2.14M 0.37%
122,584
+4,892
36
$2.07M 0.36%
184,080
-2,466
37
$2.06M 0.36%
27,752
-14,710
38
$1.95M 0.34%
15,022
-629
39
$1.94M 0.34%
5,087
-2,375
40
$1.9M 0.33%
73,080
-2,938
41
$1.78M 0.31%
31,943
+4,295
42
$1.73M 0.3%
8,629
-5,646
43
$1.7M 0.29%
26,262
-402
44
$1.59M 0.27%
29,625
-12,700
45
$1.57M 0.27%
26,363
-30
46
$1.54M 0.27%
8,580
+410
47
$1.41M 0.24%
8,981
-317
48
$1.4M 0.24%
25,176
-2,051
49
$1.21M 0.21%
7,899
-60
50
$1.16M 0.2%
23,147
-3,460
1
2
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