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
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.25M
3
+$3.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.04M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.87M

Top Sells

1
+$8.27M
2
+$4.84M
3
+$4.46M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.9M

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%
+17,220
77
$698K 0.22%
+12,455
78
$693K 0.22%
+21,974
79
$691K 0.22%
+8,600
80
$690K 0.22%
+5,330
81
$682K 0.22%
+27,400
82
$671K 0.21%
16,825
-3,613
83
$659K 0.21%
+10,000
84
$647K 0.21%
+18,600
85
$637K 0.2%
12,225
-25,627
86
$637K 0.2%
6,821
+4,897
87
$627K 0.2%
+11,665
88
$620K 0.2%
46,740
+609
89
$604K 0.19%
6,708
+421
90
$588K 0.19%
12,149
-5,851
91
$586K 0.19%
7,291
+1,653
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%
4,416
-5,416
98
$533K 0.17%
20,447
+6,607
99
$518K 0.17%
+22,928
100
$491K 0.16%
+21,662
2 3
4
5 6