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
$285M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.09M
3
+$3.29M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.93M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.94M

Top Sells

1
+$4.1M
2
+$3.04M
3
+$2.87M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$2.12M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.87M

Sector Composition

1 Technology 2.5%
2 Consumer Discretionary 1.44%
3 Healthcare 0.71%
4 Consumer Staples 0.63%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$654K 0.23%
+8,702
52
$614K 0.22%
16,180
-11,120
53
$586K 0.21%
6,378
-330
54
$579K 0.2%
48,875
-58,748
55
$578K 0.2%
6,131
+3,198
56
$574K 0.2%
21,618
+5,722
57
$558K 0.2%
19,609
-33,892
58
$556K 0.2%
20,473
+26
59
$552K 0.19%
8,767
-65
60
$536K 0.19%
12,824
+22
61
$532K 0.19%
6,820
-10,975
62
$514K 0.18%
3,181
-7,180
63
$504K 0.18%
31,500
+11,925
64
$492K 0.17%
7,237
65
$491K 0.17%
6,170
-1,121
66
$483K 0.17%
14,440
+93
67
$478K 0.17%
5,441
+62
68
$452K 0.16%
9,323
-8,533
69
$428K 0.15%
8,492
+1,982
70
$396K 0.14%
2
71
$384K 0.13%
17,847
-98,634
72
$348K 0.12%
5,610
73
$333K 0.12%
1,636
+161
74
$318K 0.11%
4,617
75
$311K 0.11%
10,167
-19,835
1 2
3
4 5