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
$689M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.89M
3
+$2.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.63M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.18M

Top Sells

1
+$867K
2
+$571K
3
+$490K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$474K
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$465K

Sector Composition

1 Technology 4.39%
2 Consumer Discretionary 1.88%
3 Communication Services 1.19%
4 Consumer Staples 0.54%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$673K 0.1%
4,713
+589
77
$652K 0.09%
14,533
+1,570
78
$619K 0.09%
4,957
-30
79
$610K 0.09%
4,753
80
$590K 0.09%
2,447
-220
81
$578K 0.08%
34,424
-5,455
82
$576K 0.08%
4,483
-23
83
$571K 0.08%
7,209
+37
84
$564K 0.08%
5,599
85
$559K 0.08%
1,850
86
$527K 0.08%
2,668
-200
87
$525K 0.08%
6,079
88
$524K 0.08%
12,189
89
$519K 0.08%
2,708
+304
90
$516K 0.07%
10,754
+227
91
$512K 0.07%
3,509
+123
92
$511K 0.07%
2,826
93
$492K 0.07%
4,549
94
$471K 0.07%
2,509
-139
95
$469K 0.07%
5,591
+494
96
$458K 0.07%
6,566
+250
97
$447K 0.06%
12,958
98
$446K 0.06%
2,650
99
$445K 0.06%
7,614
+1,500
100
$432K 0.06%
8,492
2 3
4
5 6