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
$309M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$898K
3
+$593K
4
BND icon
Vanguard Total Bond Market
BND
+$578K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$514K

Top Sells

1
+$651K
2
+$570K
3
+$435K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$375K
5
IYR icon
iShares US Real Estate ETF
IYR
+$259K

Sector Composition

1 Technology 2.39%
2 Consumer Discretionary 1.4%
3 Healthcare 0.97%
4 Consumer Staples 0.91%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.2%
6,287
-6
52
$575K 0.19%
40,620
+9,120
53
$568K 0.18%
12,802
54
$568K 0.18%
45,275
-1,000
55
$547K 0.18%
5,379
-36
56
$544K 0.18%
5,139
57
$543K 0.18%
9,832
58
$530K 0.17%
6,987
-1,375
59
$488K 0.16%
3,110
-61
60
$479K 0.16%
2,288
+651
61
$457K 0.15%
5,638
-1,186
62
$434K 0.14%
2
63
$430K 0.14%
8,492
64
$406K 0.13%
12,167
-211
65
$405K 0.13%
3,544
-300
66
$402K 0.13%
2,661
-159
67
$389K 0.13%
5,610
68
$373K 0.12%
2,949
+1,000
69
$370K 0.12%
6,368
+1,299
70
$348K 0.11%
6,327
71
$346K 0.11%
13,840
-6,633
72
$345K 0.11%
10,687
-629
73
$345K 0.11%
9,891
-3,190
74
$343K 0.11%
8,053
75
$343K 0.11%
4,051
-31
1 2
3
4 5