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
$579M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.65M
3
+$1.62M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.15M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$711K

Top Sells

1
+$4.25M
2
+$3.78M
3
+$1.68M
4
COST icon
Costco
COST
+$1.64M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.54M

Sector Composition

1 Technology 3.95%
2 Consumer Discretionary 1.78%
3 Healthcare 0.77%
4 Financials 0.64%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.19%
9,049
+11
52
$1.07M 0.18%
13,277
53
$1.06M 0.18%
4,376
-6,773
54
$1.04M 0.18%
20,154
-48
55
$1.02M 0.18%
9,276
+238
56
$1.01M 0.17%
12,710
-3,721
57
$940K 0.16%
15,980
-26,120
58
$927K 0.16%
47,691
+1,207
59
$906K 0.16%
6,687
60
$856K 0.15%
4,352
+1
61
$842K 0.15%
14,360
+720
62
$828K 0.14%
42,862
+7,249
63
$828K 0.14%
9,831
-630
64
$765K 0.13%
2,689
-880
65
$747K 0.13%
8,602
+2,817
66
$739K 0.13%
47,875
67
$726K 0.13%
6,423
-2,812
68
$671K 0.12%
12,432
-158
69
$648K 0.11%
5,930
-64
70
$632K 0.11%
3,794
-348
71
$629K 0.11%
44,300
72
$605K 0.1%
6,933
73
$599K 0.1%
5,648
+813
74
$560K 0.1%
2,950
+150
75
$558K 0.1%
5,599
1 2
3
4 5