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
$865M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.39M
3
+$5.48M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.26M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.75M

Top Sells

1
+$27.6M
2
+$5.89M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.1M

Sector Composition

1 Technology 6.67%
2 Communication Services 4.98%
3 Consumer Discretionary 3.04%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.17%
4,199
-622
52
$1.38M 0.16%
10,412
+1,629
53
$1.34M 0.16%
21,972
-255
54
$1.26M 0.15%
18,966
55
$1.24M 0.14%
9,339
+3
56
$1.24M 0.14%
43,500
57
$1.21M 0.14%
7,054
58
$1.2M 0.14%
3,991
-23
59
$1.15M 0.13%
30,452
+3,547
60
$1.14M 0.13%
17,737
-5,675
61
$1.14M 0.13%
17,639
+134
62
$1.09M 0.13%
4,724
-1,230
63
$1.07M 0.12%
60,310
+10,200
64
$1.04M 0.12%
3,523
-12
65
$1.01M 0.12%
6,660
66
$994K 0.11%
6,933
67
$986K 0.11%
16,253
+994
68
$922K 0.11%
4,877
+124
69
$898K 0.1%
36,875
+2,754
70
$861K 0.1%
5,399
-16
71
$856K 0.1%
11,285
-81
72
$821K 0.09%
39,952
-242
73
$773K 0.09%
5,710
-86
74
$744K 0.09%
12,869
+8,606
75
$734K 0.08%
31,530
-2,917
1 2
3
4 5