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
$374M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.48M
3
+$1.79M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.73M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.5M

Top Sells

1
+$2.39M
2
+$1.43M
3
+$1.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$815K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$732K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 1.31%
3 Healthcare 0.82%
4 Consumer Staples 0.74%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$741K 0.2%
39,930
+5,010
52
$702K 0.19%
13,276
-65
53
$675K 0.18%
33,088
+2,364
54
$648K 0.17%
6,987
55
$645K 0.17%
5,462
-765
56
$615K 0.16%
7,505
57
$600K 0.16%
14,460
-1,540
58
$594K 0.16%
5,264
59
$572K 0.15%
2,427
+401
60
$568K 0.15%
14,429
-1,098
61
$565K 0.15%
10,132
+300
62
$540K 0.14%
3,801
-300
63
$525K 0.14%
4,689
-438
64
$509K 0.14%
3,034
-60
65
$500K 0.13%
2
66
$472K 0.13%
3,975
67
$445K 0.12%
+8,981
68
$433K 0.12%
7,139
69
$432K 0.12%
8,492
70
$425K 0.11%
56,248
+3,696
71
$419K 0.11%
44,700
+19,872
72
$408K 0.11%
12,571
-1,691
73
$396K 0.11%
2,411
+127
74
$390K 0.1%
14,629
-11,697
75
$383K 0.1%
4,753
1 2
3
4 5