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
$664M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$4.86M
3
+$4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.8M

Top Sells

1
+$68.6M
2
+$26.9M
3
+$25.4M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$18.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$15.5M

Sector Composition

1 Technology 7.94%
2 Consumer Discretionary 3.39%
3 Communication Services 1.6%
4 Healthcare 0.73%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.16%
38,596
-33,315
52
$1.07M 0.16%
9,086
+6
53
$1.02M 0.15%
19,353
+17
54
$1.01M 0.15%
17,946
+103
55
$956K 0.14%
5,785
+958
56
$906K 0.14%
5,113
+400
57
$898K 0.14%
4,052
58
$888K 0.13%
5,954
59
$860K 0.13%
45,275
60
$766K 0.12%
12,072
+6,842
61
$748K 0.11%
14,828
-416
62
$737K 0.11%
11,584
-66
63
$711K 0.11%
6,433
64
$685K 0.1%
6,933
65
$679K 0.1%
4,753
-172
66
$647K 0.1%
7,056
+3,014
67
$639K 0.1%
4,595
+1
68
$633K 0.1%
17,278
+8,485
69
$622K 0.09%
2,447
70
$584K 0.09%
2,661
-3
71
$581K 0.09%
3,904
+302
72
$561K 0.08%
2,850
73
$559K 0.08%
5,581
-217
74
$556K 0.08%
41,880
-2,790
75
$555K 0.08%
2,719
+1
1 2
3
4 5