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
$565M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$3.59M
3
+$2.59M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$2.46M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.88M

Top Sells

1
+$4.79M
2
+$2.85M
3
+$2.33M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.34M

Sector Composition

1 Technology 4.32%
2 Consumer Discretionary 1.82%
3 Healthcare 1.8%
4 Financials 1.56%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.26%
27,227
-483
52
$1.4M 0.25%
27,648
-2,208
53
$1.32M 0.23%
14,358
+200
54
$1.31M 0.23%
31,740
55
$1.31M 0.23%
12,029
+46
56
$1.29M 0.23%
16,431
-1,753
57
$1.29M 0.23%
9,298
58
$1.26M 0.22%
8,170
59
$1.21M 0.21%
26,607
-4,843
60
$1.19M 0.21%
12,878
61
$1.18M 0.21%
9,030
62
$1.17M 0.21%
5,330
63
$1.17M 0.21%
26,880
64
$1.16M 0.21%
10,590
65
$1.07M 0.19%
7,959
-619
66
$1.06M 0.19%
15,807
67
$1.05M 0.19%
18,391
+160
68
$1.01M 0.18%
9,235
+496
69
$1M 0.18%
9,038
70
$987K 0.17%
21,416
71
$985K 0.17%
2,508
-16
72
$985K 0.17%
7,636
+7
73
$977K 0.17%
7,395
-321
74
$953K 0.17%
20,202
+850
75
$951K 0.17%
46,484
1 2
3
4 5