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
$313M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.86M
3
+$1.83M
4
VTV icon
Vanguard Value ETF
VTV
+$1.79M
5
VUG icon
Vanguard Growth ETF
VUG
+$951K

Top Sells

1
+$1.95M
2
+$1.95M
3
+$1.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.03M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$881K

Sector Composition

1 Technology 3.97%
2 Industrials 2.09%
3 Financials 2.02%
4 Healthcare 1.94%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$712K 0.23%
16,445
77
$698K 0.22%
12,455
78
$693K 0.22%
21,974
-2,570
79
$691K 0.22%
8,600
80
$690K 0.22%
5,330
-1,025
81
$682K 0.22%
27,400
82
$671K 0.21%
16,825
+9,090
83
$659K 0.21%
10,000
84
$647K 0.21%
18,600
85
$637K 0.2%
24,450
-33,804
86
$637K 0.2%
6,821
+2
87
$627K 0.2%
11,665
88
$620K 0.2%
46,740
+19,719
89
$604K 0.19%
6,708
+5
90
$588K 0.19%
12,149
+550
91
$586K 0.19%
7,291
+1,770
92
$576K 0.18%
23,600
93
$561K 0.18%
14,400
94
$558K 0.18%
13,900
95
$556K 0.18%
10,211
96
$543K 0.17%
12,300
97
$543K 0.17%
8,832
+400
98
$533K 0.17%
20,447
+2,742
99
$518K 0.17%
22,928
-13,577
100
$491K 0.16%
24,676
-13,584
2 3
4
5 6