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
$509M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.04M
3
+$5.51M
4
BND icon
Vanguard Total Bond Market
BND
+$4.66M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.29M

Top Sells

1
+$5.25M
2
+$1.17M
3
+$1.01M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$499K
5
DD
Du Pont De Nemours E I
DD
+$251K

Sector Composition

1 Technology 3.8%
2 Healthcare 1.92%
3 Financials 1.84%
4 Consumer Discretionary 1.71%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.25%
24,579
+88
52
$1.27M 0.25%
13,945
+7,851
53
$1.26M 0.25%
15,330
+8,825
54
$1.23M 0.24%
13,859
+9,383
55
$1.22M 0.24%
25,500
+9,580
56
$1.22M 0.24%
22,491
-521
57
$1.19M 0.23%
21,656
+17,950
58
$1.08M 0.21%
9,153
-123
59
$1.07M 0.21%
47,280
+4,125
60
$1.07M 0.21%
31,554
+18,983
61
$1.05M 0.21%
+7,705
62
$1.05M 0.21%
+10,611
63
$1.02M 0.2%
+5,330
64
$1.01M 0.2%
13,517
+1,200
65
$987K 0.19%
+9,030
66
$967K 0.19%
+16,159
67
$964K 0.19%
48,290
+3,015
68
$957K 0.19%
+5,454
69
$937K 0.18%
8,089
+4,135
70
$925K 0.18%
7,114
+5,224
71
$903K 0.18%
+6,337
72
$897K 0.18%
+18,600
73
$894K 0.18%
17,252
+7,547
74
$884K 0.17%
+5,844
75
$871K 0.17%
+11,918
1 2
3
4 5