GC
Garde Capital Portfolio holdings
AUM
$1.87B
This Quarter Return
+5.28%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$374M
AUM Growth
+$374M
(+7.7%)
Cap. Flow
+$9.09M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
62.58%
Holding
119
New
3
Increased
40
Reduced
43
Closed
9
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$4.42M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$3.48M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.79M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$1.73M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.5M |
Top Sells
Sector Composition
| 1 | Technology | 2.85% |
| 2 | Consumer Discretionary | 1.31% |
| 3 | Healthcare | 0.82% |
| 4 | Consumer Staples | 0.74% |
| 5 | Industrials | 0.57% |
