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
$911M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.98M
3
+$1.82M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$951K
5
VTV icon
Vanguard Value ETF
VTV
+$873K

Top Sells

1
+$335K
2
+$273K
3
+$252K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$191K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$188K

Sector Composition

1 Technology 7.42%
2 Communication Services 3.31%
3 Consumer Discretionary 2.81%
4 Healthcare 0.78%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.75M 0.63%
55,430
+1,525
27
$5.56M 0.61%
77,515
+342
28
$5.46M 0.6%
22,341
-1,369
29
$5.42M 0.6%
25,056
-85
30
$5.04M 0.55%
48,458
-291
31
$4.75M 0.52%
85,432
+1,390
32
$4.48M 0.49%
30,951
33
$4.34M 0.48%
44,901
+5,695
34
$4.22M 0.46%
21,119
+2,763
35
$4.15M 0.46%
39,842
-42
36
$3.79M 0.42%
9,266
+87
37
$3.11M 0.34%
59,412
-2,742
38
$2.94M 0.32%
14,179
-149
39
$2.92M 0.32%
85,780
+3,786
40
$2.73M 0.3%
8,830
+728
41
$2.6M 0.29%
59,555
42
$2.23M 0.24%
44,192
43
$2.08M 0.23%
66,017
+3,500
44
$2.03M 0.22%
4,080
-278
45
$1.99M 0.22%
10,628
-70
46
$1.98M 0.22%
122,625
+12
47
$1.93M 0.21%
8,570
-128
48
$1.84M 0.2%
13,277
49
$1.81M 0.2%
20,006
-1,065
50
$1.77M 0.19%
8,349
+91
1
2
3 4 5