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
$330M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.35M
3
+$1.22M
4
BND icon
Vanguard Total Bond Market
BND
+$1.21M
5
VTV icon
Vanguard Value ETF
VTV
+$1.01M

Top Sells

1
+$43.1M
2
+$15.6M
3
+$659K
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$521K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$357K

Sector Composition

1 Technology 4.03%
2 Industrials 2.36%
3 Financials 2.08%
4 Healthcare 2.06%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.4%
12,711
+425
52
$1.33M 0.4%
16,724
53
$1.25M 0.38%
20,560
+3,618
54
$1.22M 0.37%
12,804
+329
55
$1.17M 0.36%
21,566
56
$1.17M 0.36%
24,105
+584
57
$1.15M 0.35%
7,460
-7
58
$1.14M 0.35%
53,990
-11,899
59
$1.11M 0.34%
12,596
+599
60
$1.11M 0.34%
3,025
61
$1.1M 0.33%
45,175
+1,917
62
$1.09M 0.33%
15,382
63
$1.08M 0.33%
32,618
+5,331
64
$1.07M 0.32%
33,459
+593
65
$1.07M 0.32%
18,046
+126
66
$1.06M 0.32%
20,074
67
$1.05M 0.32%
9,972
-103
68
$1.02M 0.31%
13,885
69
$1.01M 0.31%
10,019
+668
70
$995K 0.3%
9,840
-569
71
$982K 0.3%
9,300
-73
72
$972K 0.29%
23,100
73
$962K 0.29%
6,973
+36
74
$948K 0.29%
11,570
+500
75
$902K 0.27%
27,400
1 2
3
4 5