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
$821M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$6.46M
3
+$3.63M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.26M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.03M

Top Sells

1
+$3.97M
2
+$2.26M
3
+$1.77M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.07M
5
TSLA icon
Tesla
TSLA
+$943K

Sector Composition

1 Technology 11.5%
2 Consumer Discretionary 3.19%
3 Communication Services 1.61%
4 Healthcare 0.84%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.15%
18,966
+1,020
52
$1.21M 0.15%
43,500
53
$1.17M 0.14%
23,412
+4
54
$1.15M 0.14%
4,014
-38
55
$1.11M 0.14%
45,275
56
$1.09M 0.13%
17,505
-1,848
57
$1.08M 0.13%
5,954
58
$1.06M 0.13%
14,462
+2,390
59
$1.04M 0.13%
5,838
+725
60
$1.04M 0.13%
22,227
+13,657
61
$965K 0.12%
3,535
-674
62
$933K 0.11%
7,054
-2
63
$915K 0.11%
6,933
64
$910K 0.11%
6,660
-3,766
65
$890K 0.11%
15,259
+431
66
$839K 0.1%
+26,905
67
$829K 0.1%
11,366
-218
68
$811K 0.1%
34,447
+7,447
69
$806K 0.1%
5,796
+1,201
70
$780K 0.1%
4,753
71
$763K 0.09%
40,194
+20,660
72
$715K 0.09%
+50,110
73
$713K 0.09%
5,415
+78
74
$700K 0.09%
+34,121
75
$677K 0.08%
2,946
+499
1 2
3
4 5