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
$774M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$4.29M
3
+$2.88M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.5M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.36M

Top Sells

1
+$12.3M
2
+$1.65M
3
+$1.44M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$892K
5
GLD icon
SPDR Gold Trust
GLD
+$767K

Sector Composition

1 Technology 6.91%
2 Communication Services 3.11%
3 Consumer Discretionary 2.93%
4 Healthcare 0.82%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.5M 0.71%
38,323
-35
27
$5.23M 0.68%
83,184
+31,702
28
$5.16M 0.67%
53,970
-2,030
29
$4.94M 0.64%
25,313
-287
30
$4.73M 0.61%
49,229
+449
31
$4.24M 0.55%
31,587
+374
32
$3.95M 0.51%
14,878
-236
33
$3.79M 0.49%
43,480
+4,775
34
$3.59M 0.46%
66,948
+14,295
35
$3.48M 0.45%
41,291
+304
36
$3.26M 0.42%
75,009
+15,570
37
$3.16M 0.41%
21,959
-699
38
$3.07M 0.4%
8,598
-334
39
$2.54M 0.33%
82,712
-16,635
40
$2.17M 0.28%
8,118
41
$1.94M 0.25%
11,889
+445
42
$1.83M 0.24%
3,886
+80
43
$1.83M 0.24%
66,028
+14,876
44
$1.74M 0.23%
123,267
45
$1.72M 0.22%
8,708
46
$1.72M 0.22%
59,955
+700
47
$1.61M 0.21%
13,277
48
$1.56M 0.2%
32,867
+25,128
49
$1.46M 0.19%
47,942
50
$1.4M 0.18%
14,801
+11,808
1
2
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