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
$691M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$4.5M
3
+$3.35M
4
AAPL icon
Apple
AAPL
+$3.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.72M

Top Sells

1
+$2.61M
2
+$2.29M
3
+$1.86M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.77M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.65M

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 2.66%
3 Communication Services 1.43%
4 Healthcare 0.62%
5 Financials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.17M 0.75%
316,708
+24,964
27
$4.98M 0.72%
42,111
-4
28
$4.93M 0.71%
26,298
+10,367
29
$4.43M 0.64%
41,470
+1,493
30
$3.97M 0.57%
34,437
+350
31
$3.86M 0.56%
219,334
+31,610
32
$3.75M 0.54%
66,431
+3,674
33
$3.72M 0.54%
52,420
+3,120
34
$3.71M 0.54%
19,316
-501
35
$3.51M 0.51%
49,640
+2,340
36
$2.88M 0.42%
15,382
-3,750
37
$2.81M 0.41%
65,842
-31,237
38
$2.72M 0.39%
220,482
+3,918
39
$2.72M 0.39%
+71,809
40
$2.38M 0.35%
84,806
-1,274
41
$2.31M 0.33%
16,156
+2,059
42
$2.23M 0.32%
31,035
+12,150
43
$2.15M 0.31%
44,636
+9,836
44
$2.01M 0.29%
27,270
+2,055
45
$1.99M 0.29%
71,911
-82,815
46
$1.67M 0.24%
26,910
-220
47
$1.65M 0.24%
+15,811
48
$1.64M 0.24%
20,751
-3,492
49
$1.58M 0.23%
+35,236
50
$1.53M 0.22%
8,939
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