GC
Garde Capital Portfolio holdings
AUM
$1.87B
1-Year Return
14.67%
This Quarter Return
+1.55%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$325M
AUM Growth
+$69.5M
(+27%)
Cap. Flow
+$67.3M
Cap. Flow
% of AUM
20.69%
Top 10 Holdings %
Top 10 Hldgs %
47.91%
Holding
148
New
46
Increased
38
Reduced
37
Closed
10
Top Buys
| 1 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$15.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$3.58M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.44M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.21M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.06M |
Top Sells
Sector Composition
| 1 | Energy | 6.18% |
| 2 | Technology | 3.95% |
| 3 | Industrials | 2.32% |
| 4 | Financials | 2.03% |
| 5 | Healthcare | 1.99% |
