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
$348M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.81M
3
+$6.16M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$5.83M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.74M

Top Sells

1
+$5.46M
2
+$3.45M
3
+$3.39M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$3.25M
5
INP
iPath ETNs Linked to the MSCI India Total Return Index
INP
+$3.2M

Sector Composition

1 Technology 2.78%
2 Consumer Discretionary 1.32%
3 Healthcare 0.82%
4 Consumer Staples 0.79%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$684K 0.2%
26,326
+14,101
52
$677K 0.19%
7,505
-10,290
53
$674K 0.19%
45,401
-3,474
54
$671K 0.19%
8,445
+1,154
55
$648K 0.19%
6,987
-250
56
$630K 0.18%
+30,724
57
$617K 0.18%
16,000
-11,300
58
$608K 0.17%
13,341
+539
59
$544K 0.16%
15,527
-32,349
60
$536K 0.15%
5,127
+2,158
61
$500K 0.14%
9,832
+5,416
62
$497K 0.14%
34,920
+15,345
63
$495K 0.14%
3,094
-7,267
64
$488K 0.14%
2
65
$482K 0.14%
5,264
-115
66
$472K 0.14%
4,101
+1,852
67
$453K 0.13%
2,026
+551
68
$439K 0.13%
14,262
-15,740
69
$436K 0.13%
3,975
+1,772
70
$431K 0.12%
8,492
+1,982
71
$401K 0.12%
+7,139
72
$398K 0.11%
2,629
-4,518
73
$376K 0.11%
3,197
-9,584
74
$367K 0.11%
52,552
+19,704
75
$357K 0.1%
4,242
-8,879
1 2
3
4 5