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
$348M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$9.81M
3 +$6.16M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$5.83M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.74M

Sector Composition

1 Technology 2.78%
2 Consumer Discretionary 1.32%
3 Healthcare 0.82%
4 Consumer Staples 0.79%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$347K 0.1%
4,753
+121
77
$341K 0.1%
10,048
-4,299
78
$338K 0.1%
+5,288
79
$334K 0.1%
2,284
+530
80
$334K 0.1%
5,610
81
$331K 0.1%
4,891
82
$324K 0.09%
10,738
+1,530
83
$324K 0.09%
+6,753
84
$320K 0.09%
5,244
-806
85
$313K 0.09%
+2,939
86
$313K 0.09%
+2,466
87
$312K 0.09%
+3,570
88
$289K 0.08%
8,750
-102,595
89
$277K 0.08%
+3,133
90
$269K 0.08%
2,332
-4,489
91
$266K 0.08%
+1,850
92
$266K 0.08%
2,135
-205
93
$263K 0.08%
17,140
-1,900
94
$258K 0.07%
11,629
+3,607
95
$257K 0.07%
+3,670
96
$256K 0.07%
2,880
97
$254K 0.07%
+8,053
98
$254K 0.07%
3,686
-50,112
99
$254K 0.07%
6,933
+231
100
$253K 0.07%
+3,376