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
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$31.7M
3
+$16.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.3M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.65%
2 Consumer Discretionary 1.51%
3 Industrials 0.59%
4 Healthcare 0.58%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.11%
+2,609
77
$285K 0.11%
+2,827
78
$264K 0.1%
+3,927
79
$261K 0.1%
+5,610
80
$261K 0.1%
+10,066
81
$257K 0.1%
+2,235
82
$240K 0.09%
+39,624
83
$238K 0.09%
+5,531
84
$234K 0.09%
+3,054
85
$232K 0.09%
+5,566
86
$228K 0.09%
+155
87
$227K 0.09%
+4,685
88
$223K 0.09%
+4,666
89
$219K 0.09%
+1,968
90
$214K 0.08%
+3,708
91
$210K 0.08%
+4,999
92
$208K 0.08%
+1,754
93
$208K 0.08%
+3,448
94
$203K 0.08%
+3,325
95
$201K 0.08%
+6,074
96
$158K 0.06%
+6,139
97
$93K 0.04%
+3,601
98
$70K 0.03%
+10,000
1 2 3
4