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
$689M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.89M
3
+$2.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.63M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.18M

Top Sells

1
+$867K
2
+$571K
3
+$490K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$474K
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$465K

Sector Composition

1 Technology 4.39%
2 Consumer Discretionary 1.88%
3 Communication Services 1.19%
4 Consumer Staples 0.54%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.2%
24,873
52
$1.41M 0.2%
24,061
-5,441
53
$1.27M 0.18%
4,313
54
$1.26M 0.18%
6,121
-310
55
$1.2M 0.17%
22,298
+1,165
56
$1.17M 0.17%
7,069
-4
57
$1.13M 0.16%
13,277
58
$1.1M 0.16%
8,089
-40
59
$1M 0.15%
8,753
-118
60
$1M 0.15%
12,434
61
$939K 0.14%
9,269
-223
62
$938K 0.14%
6,354
+67
63
$935K 0.14%
45,495
+220
64
$931K 0.14%
22,747
-166
65
$885K 0.13%
4,133
-61
66
$872K 0.13%
16,218
-3,845
67
$817K 0.12%
13,434
+1,734
68
$773K 0.11%
8,763
+293
69
$771K 0.11%
48,585
+710
70
$733K 0.11%
43,800
-500
71
$714K 0.1%
19,885
+4,017
72
$712K 0.1%
6,933
73
$702K 0.1%
5,639
-438
74
$694K 0.1%
24,885
-750
75
$674K 0.1%
7,384
-1,554
1 2
3
4 5