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
$691M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$4.5M
3
+$3.35M
4
AAPL icon
Apple
AAPL
+$3.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.72M

Top Sells

1
+$2.61M
2
+$2.29M
3
+$1.86M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.77M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.65M

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 2.66%
3 Communication Services 1.43%
4 Healthcare 0.62%
5 Financials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.21%
17,272
+4,722
52
$1.41M 0.2%
24,472
53
$1.41M 0.2%
+15,829
54
$1.41M 0.2%
4,638
+56
55
$1.4M 0.2%
23,404
+3
56
$1.39M 0.2%
12,741
+3,713
57
$1.33M 0.19%
7,467
+151
58
$1.19M 0.17%
10,561
+646
59
$1.17M 0.17%
13,277
60
$1.09M 0.16%
7,627
+90
61
$1.02M 0.15%
10,743
+1,025
62
$1M 0.14%
4,410
+1,361
63
$941K 0.14%
30,285
+21,640
64
$940K 0.14%
17,843
-16,973
65
$935K 0.14%
15,031
+282
66
$922K 0.13%
43,800
67
$920K 0.13%
19,336
+444
68
$885K 0.13%
4,827
-149
69
$857K 0.12%
8,743
-20
70
$838K 0.12%
4,052
-64
71
$828K 0.12%
9,080
+667
72
$789K 0.11%
4,713
73
$789K 0.11%
45,275
74
$753K 0.11%
5,954
-400
75
$726K 0.11%
15,244
-1,774
1 2
3
4 5