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
$530M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.43M
3
+$1.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.18M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$899K

Top Sells

1
+$2.15M
2
+$1.77M
3
+$789K
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$749K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$600K

Sector Composition

1 Technology 3.83%
2 Financials 1.88%
3 Healthcare 1.84%
4 Consumer Discretionary 1.7%
5 Industrials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.25%
13,728
-131
52
$1.31M 0.25%
16,531
+7,788
53
$1.3M 0.25%
23,802
-777
54
$1.3M 0.24%
21,416
-240
55
$1.27M 0.24%
13,855
-90
56
$1.27M 0.24%
15,142
-188
57
$1.2M 0.23%
21,041
-1,450
58
$1.15M 0.22%
7,809
+104
59
$1.13M 0.21%
10,521
-90
60
$1.12M 0.21%
17,472
+220
61
$1.11M 0.21%
5,330
62
$1.1M 0.21%
8,870
-283
63
$1.1M 0.21%
15,807
-352
64
$1.08M 0.2%
31,306
-248
65
$1.07M 0.2%
5,454
66
$1.06M 0.2%
9,030
67
$1.02M 0.19%
48,366
+76
68
$991K 0.19%
6,287
+400
69
$968K 0.18%
5,186
-2,282
70
$959K 0.18%
5,844
71
$957K 0.18%
11,918
72
$941K 0.18%
6,437
+100
73
$934K 0.18%
15,373
+973
74
$930K 0.18%
6,658
-456
75
$925K 0.17%
13,367
-150
1 2
3
4 5