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
$285M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.09M
3
+$3.29M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.93M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.94M

Top Sells

1
+$4.1M
2
+$3.04M
3
+$2.87M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$2.12M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.87M

Sector Composition

1 Technology 2.5%
2 Consumer Discretionary 1.44%
3 Healthcare 0.71%
4 Consumer Staples 0.63%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$307K 0.11%
3,069
+100
77
$306K 0.11%
5,308
-742
78
$287K 0.1%
1,926
-5,221
79
$285K 0.1%
4,891
80
$279K 0.1%
1,719
-35
81
$275K 0.1%
13,142
-11,534
82
$265K 0.09%
+5,319
83
$264K 0.09%
7,697
-19,184
84
$262K 0.09%
10,188
-2,028
85
$261K 0.09%
2,896
-9,885
86
$260K 0.09%
3,531
87
$259K 0.09%
2,288
-52
88
$254K 0.09%
4,632
89
$250K 0.09%
9,208
90
$248K 0.09%
19,056
+16
91
$243K 0.09%
+4,610
92
$241K 0.08%
+9,319
93
$240K 0.08%
2,294
+45
94
$237K 0.08%
+2,010
95
$234K 0.08%
4,297
-17,947
96
$232K 0.08%
2,880
97
$223K 0.08%
33,816
+968
98
$222K 0.08%
8,244
-498
99
$215K 0.08%
2,550
100
$210K 0.07%
+8,259
2 3
4
5 6