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
$691M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$4.5M
3
+$3.35M
4
AAPL icon
Apple
AAPL
+$3.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.72M

Top Sells

1
+$2.61M
2
+$2.29M
3
+$1.86M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.77M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.65M

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 2.66%
3 Communication Services 1.43%
4 Healthcare 0.62%
5 Financials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$709K 0.1%
11,650
-3,165
77
$699K 0.1%
6,933
78
$689K 0.1%
6,433
+354
79
$689K 0.1%
10,300
-2,384
80
$625K 0.09%
4,925
+172
81
$577K 0.08%
2,447
82
$552K 0.08%
5,798
+159
83
$549K 0.08%
4,594
-250
84
$547K 0.08%
44,670
-534
85
$547K 0.08%
22,143
+9,954
86
$545K 0.08%
26,229
-6,796
87
$538K 0.08%
5,256
88
$524K 0.08%
2,718
-361
89
$520K 0.08%
2,693
+334
90
$509K 0.07%
5,218
+151
91
$507K 0.07%
3,602
+198
92
$491K 0.07%
2,664
93
$487K 0.07%
1,850
94
$482K 0.07%
2,850
95
$478K 0.07%
10,252
+50
96
$475K 0.07%
30,683
+1,105
97
$470K 0.07%
2,860
98
$466K 0.07%
47,875
99
$430K 0.06%
8,492
100
$415K 0.06%
3,373
-168
2 3
4
5 6