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
$309M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$898K
3
+$593K
4
BND icon
Vanguard Total Bond Market
BND
+$578K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$514K

Top Sells

1
+$651K
2
+$570K
3
+$435K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$375K
5
IYR icon
iShares US Real Estate ETF
IYR
+$259K

Sector Composition

1 Technology 2.39%
2 Consumer Discretionary 1.4%
3 Healthcare 0.97%
4 Consumer Staples 0.91%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$337K 0.11%
4,891
-36
77
$334K 0.11%
4,541
78
$332K 0.11%
3,164
79
$330K 0.11%
11,326
-3,723
80
$316K 0.1%
3,570
81
$310K 0.1%
4,617
+530
82
$299K 0.1%
10,705
-3,826
83
$296K 0.1%
3,531
84
$290K 0.09%
4,632
85
$283K 0.09%
10,544
-4
86
$263K 0.09%
10,322
+1,064
87
$262K 0.08%
1,719
88
$260K 0.08%
39,640
+8,992
89
$258K 0.08%
5,281
-1,002
90
$257K 0.08%
2,200
-44
91
$246K 0.08%
5,200
+3
92
$243K 0.08%
1,850
93
$242K 0.08%
+7,881
94
$241K 0.08%
2,005
95
$238K 0.08%
21,700
96
$235K 0.08%
8,208
-400
97
$235K 0.08%
4,205
98
$233K 0.08%
1,924
99
$233K 0.08%
6,119
+800
100
$229K 0.07%
+5,336
1 2 3
4
5