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
$565M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$3.59M
3
+$2.59M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$2.46M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.88M

Top Sells

1
+$4.79M
2
+$2.85M
3
+$2.33M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.34M

Sector Composition

1 Technology 4.32%
2 Consumer Discretionary 1.82%
3 Healthcare 1.8%
4 Financials 1.56%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$948K 0.17%
13,904
-1,651
77
$939K 0.17%
9,038
+4,486
78
$912K 0.16%
5,700
-20
79
$902K 0.16%
14,400
80
$898K 0.16%
3,569
+933
81
$896K 0.16%
13,277
82
$869K 0.15%
5,454
83
$850K 0.15%
6,687
84
$821K 0.15%
6,355
85
$799K 0.14%
11,918
86
$776K 0.14%
10,461
87
$732K 0.13%
10,000
88
$731K 0.13%
4,351
89
$730K 0.13%
19,163
90
$728K 0.13%
29,600
91
$706K 0.13%
13,640
-1,700
92
$678K 0.12%
9,375
93
$674K 0.12%
11,080
94
$661K 0.12%
8,599
-11
95
$658K 0.12%
24,706
-1,644
96
$643K 0.11%
13,579
+279
97
$632K 0.11%
47,875
98
$601K 0.11%
35,613
-3,081
99
$582K 0.1%
26,220
-5,340
100
$571K 0.1%
5,994
+44
2 3
4
5 6