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GC
Garde Capital Portfolio holdings
AUM
$1.67B
1-Year Est. Return
13.9%
This Fund
S&P 500
This Quarter
Est. Return
-0.94%
1 Year Est. Return
+13.9%
3 Year Est. Return
+51.52%
5 Year Est. Return
+51.47%
10 Year Est. Return
+173.98%
AUM
$333M
AUM Growth
+$2.87M
(+0.87%)
Cap. Flow
+$5.42M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
48.45%
Holding
151
New
7
Increased
57
Reduced
46
Closed
9
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.18M |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.11M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$1.06M |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
+$1.02M |
| 5 |
Vanguard Value ETF
VTV
|
+$845K |
Top Sells
Sector Composition
| 1 | Technology | 4.03% |
| 2 | Industrials | 2.14% |
| 3 | Healthcare | 2.03% |
| 4 | Financials | 2.02% |
| 5 | Consumer Discretionary | 1.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares US Real Estate ETF
IYR
$4.73B
| $1.33M | 0.4% |
18,673
+1,949
| +12% | +$148K |
|
52
iShares MSCI Brazil ETF
EWZ
$9.26B
| $1.33M | 0.4% |
40,590
-3,758
| -8% | -$130K |
|
53
Vanguard Large-Cap ETF
VV
$52.9B
| $1.31M | 0.39% |
13,807
+1,003
| +8% | +$97.1K |
|
54
Ford
F
$56.4B
| $1.27M | 0.38% |
84,906
+807
| +1% | +$12.5K |
|
55
Chevron
CVX
$358B
| $1.23M | 0.37% |
12,781
+70
| +0.6% | +$7.35K |
|
56
Wells Fargo
WFC
$262B
| $1.23M | 0.37% |
21,816
+250
| +1% | +$13.9K |
|
57
IBM
IBM
$200B
| $1.16M | 0.35% |
7,460
| – | – |
|
58
Invesco QQQ Trust
QQQ
$479B
| $1.16M | 0.35% |
10,797
+1,497
| +16% | +$163K |
|
59
Verizon
VZ
$179B
| $1.15M | 0.35% |
24,665
+560
| +2% | +$27.4K |
|
60
iShares MSCI India ETF
INDA
$6.81B
| $1.13M | 0.34% |
37,353
+3,894
| +12% | +$119K |
|
61
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
| $1.1M | 0.33% |
44,594
-581
| -1% | -$14.9K |
|
62
iShares Latin America 40 ETF
ILF
$3.77B
| $1.09M | 0.33% |
36,505
+7,073
| +24% | +$221K |
|
63
Pfizer
PFE
$141B
| $1.08M | 0.33% |
34,007
+1,389
| +4% | +$45.3K |
|
64
Blackrock
BLK
$169B
| $1.05M | 0.31% |
3,025
| – | – |
|
65
Procter & Gamble
PG
$344B
| $1.03M | 0.31% |
13,122
+1,552
| +13% | +$125K |
|
66
iShares California Muni Bond ETF
CMF
$4.56B
| $1M | 0.3% |
17,366
-680
| -4% | -$39.6K |
|
67
Walt Disney
DIS
$168B
| $989K | 0.3% |
8,662
-1,310
| -13% | -$144K |
|
68
3M
MMM
$83.1B
| $946K | 0.28% |
7,331
+358
| +5% | +$48K |
|
|
CB
69
DELISTED
CHUBB CORPORATION
CB
| $936K | 0.28% |
9,840
| – | – |
|
70
Novartis
NVS
$289B
| $923K | 0.28% |
10,476
-2,120
| -17% | -$194K |
|
71
GE Aerospace
GE
$372B
| $918K | 0.28% |
7,210
+1,483
| +26% | +$192K |
|
72
Intel
INTC
$510B
| $909K | 0.27% |
29,872
+1,180
| +4% | +$38.1K |
|
73
VF Corp
VFC
$6.8B
| $893K | 0.27% |
13,598
-1,784
| -12% | -$121K |
|
74
Becton Dickinson
BDX
$42.8B
| $878K | 0.26% |
6,355
| – | – |
|
75
RTX Corp
RTX
$262B
| $869K | 0.26% |
12,455
-1,430
| -10% | -$105K |
|
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