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
$325M
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.58M
3
+$3.44M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.21M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.06M

Top Sells

1
+$1.83M
2
+$1.83M
3
+$1.06M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$970K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$908K

Sector Composition

1 Energy 6.18%
2 Technology 3.95%
3 Industrials 2.32%
4 Financials 2.03%
5 Healthcare 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.42%
12,286
+9,481
52
$1.28M 0.39%
16,724
53
$1.18M 0.36%
+21,566
54
$1.18M 0.36%
12,475
+714
55
$1.15M 0.35%
7,467
+5,062
56
$1.1M 0.34%
+23,521
57
$1.08M 0.33%
+15,382
58
$1.08M 0.33%
+3,025
59
$1.08M 0.33%
+10,409
60
$1.06M 0.33%
+16,942
61
$1.05M 0.32%
17,920
62
$1.05M 0.32%
+23,100
63
$1.03M 0.32%
43,258
+14,386
64
$1.02M 0.31%
+20,074
65
$1.01M 0.31%
27,852
+12,025
66
$1.01M 0.31%
+11,070
67
$1M 0.31%
+13,885
68
$996K 0.31%
+11,997
69
$990K 0.3%
+27,400
70
$984K 0.3%
+32,866
71
$978K 0.3%
+9,351
72
$968K 0.3%
9,373
+73
73
$953K 0.29%
+6,937
74
$949K 0.29%
+10,075
75
$863K 0.27%
+6,355
1 2
3
4 5