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
$821M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$6.46M
3
+$3.63M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.26M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.03M

Top Sells

1
+$3.97M
2
+$2.26M
3
+$1.77M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.07M
5
TSLA icon
Tesla
TSLA
+$943K

Sector Composition

1 Technology 11.5%
2 Consumer Discretionary 3.19%
3 Communication Services 1.61%
4 Healthcare 0.84%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$675K 0.08%
6,433
77
$674K 0.08%
5,581
78
$640K 0.08%
2,862
+143
79
$604K 0.07%
2,763
+50
80
$594K 0.07%
1,850
81
$593K 0.07%
3,770
-134
82
$593K 0.07%
2,850
83
$582K 0.07%
11,280
+1,527
84
$570K 0.07%
2,661
85
$567K 0.07%
47,875
86
$558K 0.07%
36,828
-5,052
87
$542K 0.07%
5,929
88
$500K 0.06%
3,941
-127
89
$495K 0.06%
3,814
+65
90
$482K 0.06%
2,860
91
$459K 0.06%
1,297
+268
92
$421K 0.05%
3,406
93
$420K 0.05%
2,650
94
$417K 0.05%
2,455
+478
95
$409K 0.05%
18,900
96
$407K 0.05%
1,571
-71
97
$391K 0.05%
7,213
-445
98
$388K 0.05%
8,680
-1,499
99
$384K 0.05%
70,537
+9,909
100
$380K 0.05%
9,053
+1,420
2 3
4
5 6