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
$579M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.65M
3
+$1.62M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.15M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$711K

Top Sells

1
+$4.25M
2
+$3.78M
3
+$1.68M
4
COST icon
Costco
COST
+$1.64M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.54M

Sector Composition

1 Technology 3.95%
2 Consumer Discretionary 1.78%
3 Healthcare 0.77%
4 Financials 0.64%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$546K 0.09%
4,552
77
$541K 0.09%
4,549
-142
78
$538K 0.09%
12,530
-287
79
$538K 0.09%
9,964
+316
80
$531K 0.09%
1,850
81
$524K 0.09%
2,761
82
$515K 0.09%
7,132
+2
83
$497K 0.09%
18,084
-6,622
84
$491K 0.08%
26,340
+120
85
$488K 0.08%
4,693
-9,665
86
$485K 0.08%
3,975
87
$484K 0.08%
8,486
-9,905
88
$468K 0.08%
2,800
89
$436K 0.08%
6,079
90
$436K 0.08%
12,958
91
$434K 0.07%
2,650
92
$434K 0.07%
2,779
+365
93
$432K 0.07%
8,492
94
$424K 0.07%
3,463
-667
95
$415K 0.07%
2,404
96
$412K 0.07%
+12,189
97
$412K 0.07%
5,096
-8,808
98
$408K 0.07%
6,899
-21,602
99
$401K 0.07%
2,868
-4,768
100
$391K 0.07%
32,400
2 3
4
5 6