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
$402M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$3.13M
3
+$2.64M
4
VTV icon
Vanguard Value ETF
VTV
+$2.19M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.71M

Top Sells

1
+$8.46M
2
+$2.4M
3
+$1.84M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$642K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$519K

Sector Composition

1 Technology 3.09%
2 Consumer Discretionary 1.74%
3 Healthcare 1.01%
4 Consumer Staples 0.85%
5 Financials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$437K 0.11%
+32,400
77
$432K 0.11%
8,492
78
$427K 0.11%
+1,574
79
$415K 0.1%
2,411
80
$403K 0.1%
5,610
81
$401K 0.1%
12,571
82
$372K 0.09%
+7,064
83
$369K 0.09%
+44,300
84
$368K 0.09%
2,720
+689
85
$368K 0.09%
4,941
+50
86
$366K 0.09%
4,753
87
$363K 0.09%
2,466
88
$359K 0.09%
45,464
-10,784
89
$355K 0.09%
11,345
+403
90
$348K 0.09%
1,850
91
$338K 0.08%
2,205
92
$329K 0.08%
9,568
+577
93
$325K 0.08%
20,340
+888
94
$325K 0.08%
+4,476
95
$322K 0.08%
6,742
96
$318K 0.08%
+6,379
97
$318K 0.08%
+2,650
98
$315K 0.08%
+4,753
99
$308K 0.08%
3,598
+28
100
$305K 0.08%
+2,800
2 3
4
5 6