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
$664M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$4.86M
3
+$4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.8M

Top Sells

1
+$68.6M
2
+$26.9M
3
+$25.4M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$18.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$15.5M

Sector Composition

1 Technology 7.94%
2 Consumer Discretionary 3.39%
3 Communication Services 1.6%
4 Healthcare 0.73%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$543K 0.08%
2,713
+20
77
$530K 0.08%
5,337
+119
78
$497K 0.07%
1,850
79
$480K 0.07%
+5,929
80
$449K 0.07%
47,875
81
$438K 0.07%
3,749
82
$432K 0.07%
22,143
83
$430K 0.06%
9,753
84
$424K 0.06%
7,658
+55
85
$423K 0.06%
2,860
86
$413K 0.06%
1,642
-10
87
$402K 0.06%
23,164
-3,065
88
$401K 0.06%
10,179
-73
89
$392K 0.06%
4,068
+1,940
90
$390K 0.06%
2,651
91
$372K 0.06%
1,977
92
$371K 0.06%
3,406
93
$365K 0.05%
2,650
94
$360K 0.05%
2,599
-48
95
$357K 0.05%
728
-44
96
$345K 0.05%
19,534
-199,800
97
$339K 0.05%
7,739
98
$338K 0.05%
1,006
+1
99
$335K 0.05%
1,208
+7
100
$321K 0.05%
+8,570
2 3
4
5 6