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
$821M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$6.46M
3
+$3.63M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.26M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.03M

Top Sells

1
+$3.97M
2
+$2.26M
3
+$1.77M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.07M
5
TSLA icon
Tesla
TSLA
+$943K

Sector Composition

1 Technology 11.5%
2 Consumer Discretionary 3.19%
3 Communication Services 1.61%
4 Healthcare 0.84%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.18M 0.51%
17,784
-4,011
27
$3.98M 0.49%
45,500
-160
28
$3.86M 0.47%
54,990
-2,306
29
$3.82M 0.46%
100,705
+13,262
30
$3.63M 0.44%
70,869
+4,805
31
$3.32M 0.4%
8,889
-236
32
$3.17M 0.39%
209,124
-6,834
33
$2.9M 0.35%
56,860
+13,287
34
$2.8M 0.34%
15,917
-411
35
$2.42M 0.3%
17,974
+202
36
$2.34M 0.28%
39,450
-1,796
37
$2.12M 0.26%
25,805
+1,635
38
$1.86M 0.23%
8,775
-151
39
$1.82M 0.22%
4,821
+119
40
$1.78M 0.22%
7,700
-17
41
$1.75M 0.21%
8,184
+2,399
42
$1.65M 0.2%
19,228
-134
43
$1.57M 0.19%
13,276
-1
44
$1.55M 0.19%
29,803
+12,525
45
$1.5M 0.18%
36,363
-2,605
46
$1.42M 0.17%
9,336
+250
47
$1.4M 0.17%
+27,080
48
$1.33M 0.16%
6,795
-975
49
$1.24M 0.15%
8,783
+25
50
$1.23M 0.15%
14,508
-4,000
1
2
3 4 5