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
$774M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$4.29M
3
+$2.88M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.5M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.36M

Top Sells

1
+$12.3M
2
+$1.65M
3
+$1.44M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$892K
5
GLD icon
SPDR Gold Trust
GLD
+$767K

Sector Composition

1 Technology 6.91%
2 Communication Services 3.11%
3 Consumer Discretionary 2.93%
4 Healthcare 0.82%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.18%
16,665
-100
52
$1.31M 0.17%
43,500
53
$1.14M 0.15%
26,585
-3,009
54
$1.12M 0.15%
6,814
+14
55
$1.09M 0.14%
6,933
56
$1.04M 0.13%
26,476
-930
57
$1.03M 0.13%
9,101
+2
58
$1.02M 0.13%
8,441
+1,729
59
$1.01M 0.13%
7,462
+828
60
$1.01M 0.13%
38,042
-1,949
61
$857K 0.11%
4,150
62
$840K 0.11%
1,850
63
$789K 0.1%
4,811
64
$788K 0.1%
26,598
65
$785K 0.1%
9,444
66
$781K 0.1%
5,049
67
$729K 0.09%
38,984
68
$727K 0.09%
5,638
-4
69
$720K 0.09%
22,820
+6,119
70
$709K 0.09%
5,228
+189
71
$685K 0.09%
23,996
72
$679K 0.09%
3,012
73
$676K 0.09%
5,013
74
$670K 0.09%
11,957
-407
75
$644K 0.08%
14,524
-1,070
1 2
3
4 5