GC
Garde Capital Portfolio holdings
AUM $1.87B
This Quarter Return
-1.71%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$1.75B
AUM Growth
+$230M (+15%)
Cap. Flow
+$279M
Cap. Flow % of AUM
15.95%
Top 10 Holdings %Top 10 Hldgs %
52.32%
Holding
856
New
578
Increased
54
Reduced
93
Closed
52
Top Buys
| 1 | $115M | |
| 2 | $50.1M | |
| 3 | $47.2M | |
| 4 | $31.7M | |
| 5 | $29.3M |
Top Sells
| 1 | $4.16M | |
| 2 | $3.37M | |
| 3 | $1.89M | |
| 4 | $1.5M | |
| 5 | $1.47M |
Sector Composition
| 1 | Technology | 5.32% |
| 2 | Communication Services | 3.13% |
| 3 | Consumer Discretionary | 2.02% |
| 4 | Financials | 0.82% |
| 5 | Consumer Staples | 0.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $6.48K | ﹤0.01% | +90 | New | +$6.48K | |||
| $6.46K | ﹤0.01% | +250 | New | +$6.46K | |||
| $6.28K | ﹤0.01% | +550 | New | +$6.28K | |||
| $5.94K | ﹤0.01% | +500 | New | +$5.94K | |||
| $5.78K | ﹤0.01% | +400 | New | +$5.78K | |||
| $5.71K | ﹤0.01% | +100 | New | +$5.71K | |||
| $5.7K | ﹤0.01% | +470 | New | +$5.7K | |||
| $5.58K | ﹤0.01% | +126 | New | +$5.58K | |||
| $5.55K | ﹤0.01% | +118 | New | +$5.55K | |||
| $5.53K | ﹤0.01% | +9 | New | +$5.53K | |||
| $5.46K | ﹤0.01% | +70 | New | +$5.46K | |||
| $5.42K | ﹤0.01% | +112 | New | +$5.42K | |||
| $5.39K | ﹤0.01% | +60 | New | +$5.39K | |||
| $5.38K | ﹤0.01% | +303 | New | +$5.38K | |||
| $5.18K | ﹤0.01% | +100 | New | +$5.18K | |||
| $5.17K | ﹤0.01% | +125 | New | +$5.17K | |||
| $4.85K | ﹤0.01% | +77 | New | +$4.85K | |||
| $4.85K | ﹤0.01% | +1,700 | New | +$4.85K | |||
| $4.78K | ﹤0.01% | +20 | New | +$4.78K | |||
| $4.71K | ﹤0.01% | +115 | New | +$4.71K | |||
| $4.69K | ﹤0.01% | +160 | New | +$4.69K | |||
| $4.61K | ﹤0.01% | +1 | New | +$4.61K | |||
| $4.46K | ﹤0.01% | +1,182 | New | +$4.46K | |||
| $4.4K | ﹤0.01% | +22 | New | +$4.4K | |||
| $4.4K | ﹤0.01% | +168 | New | +$4.4K |
