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
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$31.7M
3
+$16.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.3M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.65%
2 Consumer Discretionary 1.51%
3 Industrials 0.59%
4 Healthcare 0.58%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$770K 0.3%
+18,739
52
$766K 0.3%
+6,050
53
$745K 0.29%
+28,613
54
$739K 0.29%
+7,160
55
$629K 0.25%
+6,246
56
$622K 0.24%
+8,315
57
$582K 0.23%
+35,860
58
$508K 0.2%
+8,163
59
$506K 0.2%
+5,850
60
$495K 0.19%
+34,674
61
$489K 0.19%
+15,827
62
$485K 0.19%
+3,811
63
$473K 0.19%
+5,608
64
$452K 0.18%
+16,220
65
$450K 0.18%
+10,624
66
$411K 0.16%
+2,371
67
$393K 0.15%
+10,144
68
$380K 0.15%
+200
69
$368K 0.14%
+2,822
70
$342K 0.13%
+2,668
71
$335K 0.13%
+9,716
72
$331K 0.13%
+6,510
73
$327K 0.13%
+6,788
74
$302K 0.12%
+6,856
75
$296K 0.12%
+7,800
1 2
3
4