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
$402M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$3.13M
3
+$2.64M
4
VTV icon
Vanguard Value ETF
VTV
+$2.19M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.71M

Top Sells

1
+$8.46M
2
+$2.4M
3
+$1.84M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$642K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$519K

Sector Composition

1 Technology 3.09%
2 Consumer Discretionary 1.74%
3 Healthcare 1.01%
4 Consumer Staples 0.85%
5 Financials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$755K 0.19%
12,317
+3,336
52
$751K 0.19%
6,987
53
$723K 0.18%
15,920
+1,460
54
$680K 0.17%
33,024
-64
55
$624K 0.16%
5,314
+50
56
$610K 0.15%
10,332
+200
57
$606K 0.15%
4,014
+213
58
$602K 0.15%
+4,040
59
$596K 0.15%
5,016
-446
60
$585K 0.15%
14,144
-285
61
$557K 0.14%
6,974
-2,673
62
$542K 0.13%
4,689
63
$536K 0.13%
+9,705
64
$531K 0.13%
6,094
+3,485
65
$527K 0.13%
+12,701
66
$525K 0.13%
6,505
-1,000
67
$512K 0.13%
3,954
+1,902
68
$509K 0.13%
2
69
$504K 0.13%
+5,977
70
$499K 0.12%
10,430
-13,426
71
$497K 0.12%
3,109
+75
72
$469K 0.12%
3,975
73
$458K 0.11%
47,592
+2,892
74
$437K 0.11%
+4,315
75
$437K 0.11%
7,139
1 2
3
4 5