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
$595M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.17M
3
+$5.33M
4
VTV icon
Vanguard Value ETF
VTV
+$3.64M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.62M

Top Sells

1
+$9.14M
2
+$2.6M
3
+$1.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.34M

Sector Composition

1 Technology 4.42%
2 Consumer Discretionary 1.93%
3 Healthcare 1.85%
4 Financials 1.69%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.24%
18,184
+1,531
52
$1.41M 0.24%
9,298
+7,499
53
$1.4M 0.24%
11,983
+200
54
$1.37M 0.23%
8,170
-1,217
55
$1.33M 0.22%
9,030
56
$1.33M 0.22%
14,158
+83
57
$1.3M 0.22%
31,740
+40
58
$1.3M 0.22%
8,578
+3,537
59
$1.25M 0.21%
15,807
60
$1.25M 0.21%
5,330
-14
61
$1.24M 0.21%
10,590
+9
62
$1.22M 0.2%
15,555
-384
63
$1.2M 0.2%
26,880
64
$1.16M 0.2%
12,878
65
$1.13M 0.19%
21,416
-220
66
$1.12M 0.19%
46,484
-1,625
67
$1.1M 0.19%
9,038
-4
68
$1.1M 0.19%
117,456
+63,080
69
$1.1M 0.19%
7,629
+844
70
$1.09M 0.18%
7,716
+105
71
$1.03M 0.17%
2,524
-90
72
$1.01M 0.17%
18,231
+475
73
$1.01M 0.17%
55,875
+5,052
74
$973K 0.16%
11,918
75
$954K 0.16%
14,400
-676
1 2
3
4 5