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
$313M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.25M
3
+$3.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.04M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.87M

Top Sells

1
+$8.27M
2
+$4.84M
3
+$4.46M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.9M

Sector Composition

1 Technology 3.97%
2 Industrials 2.09%
3 Financials 2.02%
4 Healthcare 1.94%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.36%
22,244
+17,044
52
$1.14M 0.36%
39,754
+29,049
53
$1.11M 0.36%
10,933
+1,426
54
$1.07M 0.34%
24,665
+20,460
55
$1.06M 0.34%
+17,324
56
$1.01M 0.32%
12,781
+9,617
57
$991K 0.32%
32,872
+8,433
58
$967K 0.31%
16,482
-3,206
59
$944K 0.3%
13,121
+9,070
60
$931K 0.3%
+26,881
61
$929K 0.3%
29,120
+5,240
62
$909K 0.29%
+6,556
63
$900K 0.29%
+3,025
64
$894K 0.29%
+7,546
65
$894K 0.29%
30,002
+17,835
66
$885K 0.28%
+8,662
67
$864K 0.28%
7,147
+4,486
68
$860K 0.27%
+13,385
69
$830K 0.27%
27,300
+7,520
70
$827K 0.26%
+17,856
71
$826K 0.26%
+37,617
72
$822K 0.26%
32,120
-4,360
73
$748K 0.24%
+6,340
74
$736K 0.24%
+7,500
75
$716K 0.23%
+8,690
1 2
3
4 5