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
$967M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$6.59M
3
+$3.18M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.98M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.9M

Top Sells

1
+$2.61M
2
+$1.07M
3
+$724K
4
JWN
Nordstrom
JWN
+$348K
5
RSI icon
Rush Street Interactive
RSI
+$309K

Sector Composition

1 Technology 6.6%
2 Communication Services 5.75%
3 Consumer Discretionary 3.05%
4 Healthcare 0.87%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.16%
23,005
+10,136
52
$1.5M 0.15%
9,674
-738
53
$1.46M 0.15%
13,942
-277
54
$1.35M 0.14%
43,500
55
$1.31M 0.14%
4,193
+202
56
$1.3M 0.13%
9,086
-253
57
$1.25M 0.13%
18,906
-60
58
$1.25M 0.13%
69,355
59
$1.18M 0.12%
17,639
60
$1.17M 0.12%
+22,210
61
$1.16M 0.12%
7,054
62
$1.15M 0.12%
21,667
-305
63
$1.11M 0.12%
74,157
+3,620
64
$1.11M 0.12%
17,553
+1,300
65
$1.07M 0.11%
6,933
66
$1.06M 0.11%
6,660
67
$1.03M 0.11%
4,724
68
$1.02M 0.11%
12,929
+1,644
69
$996K 0.1%
17,741
+4
70
$914K 0.09%
4,753
-124
71
$898K 0.09%
39,226
-726
72
$886K 0.09%
26,292
+8,702
73
$874K 0.09%
33,095
-3,780
74
$854K 0.09%
5,169
75
$848K 0.09%
5,113
-286
1 2
3
4 5