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
$509M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.04M
3
+$5.51M
4
BND icon
Vanguard Total Bond Market
BND
+$4.66M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.29M

Top Sells

1
+$5.25M
2
+$1.17M
3
+$1.01M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$499K
5
DD
Du Pont De Nemours E I
DD
+$251K

Sector Composition

1 Technology 3.8%
2 Healthcare 1.92%
3 Financials 1.84%
4 Consumer Discretionary 1.71%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$865K 0.17%
37,185
-225,840
77
$865K 0.17%
+23,600
78
$852K 0.17%
13,277
79
$804K 0.16%
46,542
+183
80
$789K 0.15%
+5,686
81
$777K 0.15%
+14,400
82
$741K 0.15%
+10,000
83
$739K 0.15%
+10,587
84
$734K 0.14%
5,887
-1,100
85
$714K 0.14%
+27,400
86
$704K 0.14%
47,875
-13,836
87
$701K 0.14%
8,743
+5,749
88
$688K 0.14%
33,462
+438
89
$686K 0.13%
4,014
90
$675K 0.13%
+8,330
91
$630K 0.12%
14,067
-77
92
$621K 0.12%
5,004
-12
93
$618K 0.12%
+8,035
94
$588K 0.12%
+13,058
95
$584K 0.11%
5,264
-50
96
$582K 0.11%
4,040
97
$579K 0.11%
+10,845
98
$577K 0.11%
+17,100
99
$565K 0.11%
56,502
+8,910
100
$549K 0.11%
2
2 3
4
5 6