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 | |
|---|---|---|---|---|---|---|---|
| $4.27K | ﹤0.01% | +125 | New | +$4.27K | |||
| $4.12K | ﹤0.01% | +18 | New | +$4.12K | |||
| $4.11K | ﹤0.01% | +100 | New | +$4.11K | |||
| $3.97K | ﹤0.01% | +15 | New | +$3.97K | |||
| $3.87K | ﹤0.01% | +50 | New | +$3.87K | |||
| $3.86K | ﹤0.01% | +95 | New | +$3.86K | |||
| $3.84K | ﹤0.01% | +50 | New | +$3.84K | |||
| $3.8K | ﹤0.01% | +35 | New | +$3.8K | |||
| $3.74K | ﹤0.01% | +119 | New | +$3.74K | |||
| $3.59K | ﹤0.01% | +30 | New | +$3.59K | |||
| $3.56K | ﹤0.01% | +100 | New | +$3.56K | |||
| $3.52K | ﹤0.01% | +45 | New | +$3.52K | |||
| $3.49K | ﹤0.01% | +238 | New | +$3.49K | |||
| $3.47K | ﹤0.01% | +14 | New | +$3.47K | |||
| $3.46K | ﹤0.01% | +125 | New | +$3.46K | |||
| $3.46K | ﹤0.01% | +10 | New | +$3.46K | |||
| $3.44K | ﹤0.01% | +500 | New | +$3.44K | |||
| $3.41K | ﹤0.01% | +20 | New | +$3.41K | |||
| $3.41K | ﹤0.01% | +23 | New | +$3.41K | |||
| $3.4K | ﹤0.01% | +5 | New | +$3.4K | |||
| $3.31K | ﹤0.01% | +150 | New | +$3.31K | |||
| $3.29K | ﹤0.01% | +50 | New | +$3.29K | |||
| $3.17K | ﹤0.01% | +5 | New | +$3.17K | |||
| $3.16K | ﹤0.01% | +20 | New | +$3.16K | |||
| $3.13K | ﹤0.01% | +5 | New | +$3.13K |
