GC
Garde Capital Portfolio holdings
AUM
$1.87B
This Quarter Return
+0.5%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$642M
AUM Growth
+$642M
(+5%)
Cap. Flow
+$28.6M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
62.3%
Holding
149
New
6
Increased
54
Reduced
35
Closed
10
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$4.9M |
| 2 |
Vanguard Value ETF
VTV
|
$3.62M |
| 3 |
Salesforce
CRM
|
$3.09M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.39M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.29M |
Top Sells
| 1 |
DATA
Tableau Software, Inc.
DATA
|
$3.06M |
| 2 |
Biogen
BIIB
|
$351K |
| 3 |
Newmont
NEM
|
$296K |
| 4 |
Verizon
VZ
|
$291K |
| 5 |
AbbVie
ABBV
|
$274K |
Sector Composition
| 1 | Technology | 4.13% |
| 2 | Consumer Discretionary | 2.07% |
| 3 | Communication Services | 1.31% |
| 4 | Financials | 0.56% |
| 5 | Consumer Staples | 0.56% |
