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
$865M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.39M
3
+$5.48M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.26M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.75M

Top Sells

1
+$27.6M
2
+$5.89M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.1M

Sector Composition

1 Technology 6.67%
2 Communication Services 4.98%
3 Consumer Discretionary 3.04%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.77M 0.55%
97,296
-3,409
27
$4.75M 0.55%
45,920
+420
28
$4.52M 0.52%
18,614
-110
29
$4.05M 0.47%
54,900
-90
30
$3.85M 0.44%
71,246
+377
31
$3.77M 0.44%
42,950
+17,145
32
$3.54M 0.41%
8,934
+45
33
$3.5M 0.4%
15,711
-2,073
34
$3.11M 0.36%
57,067
+207
35
$2.44M 0.28%
13,183
-2,734
36
$2.41M 0.28%
39,270
-180
37
$2.29M 0.26%
33,076
+3,273
38
$2.27M 0.26%
18,075
+101
39
$2.25M 0.26%
140,322
-68,802
40
$1.98M 0.23%
7,744
+44
41
$1.97M 0.23%
35,266
-1,097
42
$1.96M 0.23%
8,775
43
$1.85M 0.21%
24,369
+9,907
44
$1.84M 0.21%
27,080
45
$1.82M 0.21%
7,150
-1,034
46
$1.69M 0.2%
13,277
+1
47
$1.59M 0.18%
17,286
-1,942
48
$1.58M 0.18%
69,355
+33,083
49
$1.5M 0.17%
6,796
+1
50
$1.49M 0.17%
14,219
-289
1
2
3 4 5