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
$664M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$4.86M
3
+$4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.8M

Top Sells

1
+$68.6M
2
+$26.9M
3
+$25.4M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$18.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$15.5M

Sector Composition

1 Technology 7.94%
2 Consumer Discretionary 3.39%
3 Communication Services 1.6%
4 Healthcare 0.73%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 0.51%
45,660
-3,980
27
$3.12M 0.47%
21,795
-9,240
28
$3.09M 0.47%
35,988
+8,718
29
$3.06M 0.46%
9,125
-6,257
30
$2.95M 0.44%
66,064
+222
31
$2.9M 0.44%
215,958
-4,524
32
$2.62M 0.39%
87,443
+15,634
33
$2.55M 0.38%
16,328
+172
34
$2.13M 0.32%
41,246
-3,390
35
$2.03M 0.31%
17,772
+1,961
36
$1.78M 0.27%
24,170
+13,870
37
$1.67M 0.25%
8,926
-13
38
$1.67M 0.25%
4,702
+64
39
$1.64M 0.25%
7,717
+250
40
$1.59M 0.24%
43,573
+13,288
41
$1.55M 0.23%
19,362
-1,389
42
$1.34M 0.2%
13,277
43
$1.34M 0.2%
38,968
+3,732
44
$1.33M 0.2%
18,508
+2,679
45
$1.23M 0.19%
10,426
-135
46
$1.21M 0.18%
23,408
+4
47
$1.16M 0.18%
7,770
+143
48
$1.1M 0.17%
4,209
-201
49
$1.1M 0.17%
8,758
+15
50
$1.08M 0.16%
43,500
-300
1
2
3 4 5