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
$595M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.17M
3
+$5.33M
4
VTV icon
Vanguard Value ETF
VTV
+$3.64M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.62M

Top Sells

1
+$9.14M
2
+$2.6M
3
+$1.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.34M

Sector Composition

1 Technology 4.42%
2 Consumer Discretionary 1.93%
3 Healthcare 1.85%
4 Financials 1.69%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$952K 0.16%
19,352
77
$951K 0.16%
8,739
-23,919
78
$934K 0.16%
5,454
79
$919K 0.15%
5,720
+20
80
$865K 0.15%
6,687
+800
81
$859K 0.14%
13,277
82
$836K 0.14%
7,497
-15,947
83
$827K 0.14%
6,355
+100
84
$822K 0.14%
4,351
-484
85
$817K 0.14%
15,340
+1,300
86
$789K 0.13%
29,600
87
$778K 0.13%
10,461
88
$774K 0.13%
19,163
-750
89
$767K 0.13%
10,000
90
$750K 0.13%
11,080
91
$733K 0.12%
47,875
92
$733K 0.12%
31,560
+705
93
$725K 0.12%
2,636
+44
94
$701K 0.12%
40,804
+1,308
95
$699K 0.12%
38,694
+14,225
96
$699K 0.12%
26,350
-61,956
97
$673K 0.11%
8,610
+234
98
$663K 0.11%
9,375
99
$662K 0.11%
13,300
+400
100
$652K 0.11%
5,950
+58
2 3
4
5 6