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
$578M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$2.9M
3
+$2.69M
4
BND icon
Vanguard Total Bond Market
BND
+$2.47M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.21M

Top Sells

1
+$2.65M
2
+$2.43M
3
+$1.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$399K

Sector Composition

1 Technology 4.23%
2 Consumer Discretionary 1.79%
3 Healthcare 1.73%
4 Financials 1.67%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.24%
27,553
52
$1.34M 0.23%
25,832
-136
53
$1.32M 0.23%
15,939
54
$1.3M 0.23%
2,614
+23
55
$1.3M 0.23%
16,653
+5,578
56
$1.27M 0.22%
117,576
+45,570
57
$1.25M 0.22%
5,344
+14
58
$1.21M 0.21%
15,807
59
$1.21M 0.21%
9,030
60
$1.2M 0.21%
21,636
+220
61
$1.19M 0.21%
12,878
-831
62
$1.12M 0.19%
26,880
+3,280
63
$1.11M 0.19%
10,581
-67
64
$1.1M 0.19%
14,075
-125
65
$1.1M 0.19%
9,042
66
$1.09M 0.19%
48,109
67
$1.09M 0.19%
31,700
68
$1.05M 0.18%
7,611
-94
69
$1.03M 0.18%
15,076
-297
70
$1.02M 0.18%
19,352
-191
71
$996K 0.17%
17,756
+380
72
$988K 0.17%
4,835
-118
73
$938K 0.16%
11,918
74
$900K 0.16%
50,823
+2,787
75
$897K 0.16%
5,454
1 2
3
4 5