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
$374M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.48M
3
+$1.79M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.73M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.5M

Top Sells

1
+$2.39M
2
+$1.43M
3
+$1.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$815K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$732K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 1.31%
3 Healthcare 0.82%
4 Consumer Staples 0.74%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$374K 0.1%
5,610
77
$370K 0.1%
10,942
+204
78
$349K 0.09%
4,891
79
$340K 0.09%
2,466
80
$333K 0.09%
3,100
-97
81
$324K 0.09%
3,570
82
$314K 0.08%
6,742
-11
83
$307K 0.08%
8,991
-1,057
84
$306K 0.08%
1,850
85
$306K 0.08%
19,452
+2,312
86
$297K 0.08%
4,561
-683
87
$294K 0.08%
9,324
88
$293K 0.08%
2,052
-577
89
$290K 0.08%
8,053
90
$286K 0.08%
2,205
+200
91
$282K 0.08%
4,062
+392
92
$271K 0.07%
3,544
+168
93
$267K 0.07%
11,129
-500
94
$267K 0.07%
2,031
-104
95
$266K 0.07%
2,880
96
$251K 0.07%
6,933
97
$250K 0.07%
7,100
98
$250K 0.07%
3,106
99
$246K 0.07%
5,336
100
$243K 0.06%
25,536
+606
1 2 3
4
5