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
$302M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.41M
3
+$2.39M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.13M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.93M

Top Sells

1
+$1.14M
2
+$940K
3
+$731K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$680K
5
DVY icon
iShares Select Dividend ETF
DVY
+$654K

Sector Composition

1 Technology 2.62%
2 Consumer Discretionary 1.41%
3 Healthcare 0.85%
4 Consumer Staples 0.82%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$336K 0.11%
1,637
+1
77
$319K 0.11%
+6,327
78
$309K 0.1%
4,927
+36
79
$304K 0.1%
5,319
80
$302K 0.1%
3,164
+268
81
$292K 0.1%
5,069
-239
82
$290K 0.1%
4,541
-76
83
$288K 0.1%
6,283
+152
84
$282K 0.09%
3,531
85
$280K 0.09%
+3,570
86
$279K 0.09%
10,548
+360
87
$277K 0.09%
21,288
+2,232
88
$271K 0.09%
+4,087
89
$266K 0.09%
4,632
90
$258K 0.09%
1,719
91
$257K 0.09%
+1,850
92
$257K 0.09%
9,906
+1,662
93
$256K 0.08%
2,244
-44
94
$252K 0.08%
2,005
-5
95
$251K 0.08%
5,197
+900
96
$245K 0.08%
8,608
-600
97
$236K 0.08%
2,880
98
$229K 0.08%
+1,949
99
$227K 0.08%
9,319
100
$227K 0.08%
+4,205
1 2 3
4
5