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
$285M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.09M
3
+$3.29M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.93M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.94M

Top Sells

1
+$4.1M
2
+$3.04M
3
+$2.87M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$2.12M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.87M

Sector Composition

1 Technology 2.5%
2 Consumer Discretionary 1.44%
3 Healthcare 0.71%
4 Consumer Staples 0.63%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.07%
+7,100
102
$200K 0.07%
2,521
-10,600
103
$192K 0.07%
9,408
+1,386
104
$189K 0.07%
21,700
105
$161K 0.06%
3,319
-2,814
106
$148K 0.05%
10,739
-2,061
107
$123K 0.04%
+12,528
108
$66K 0.02%
10,654
-5,614
109
– –
-10,211
110
– –
-9,300
111
– –
-6,856
112
– –
-8,600
113
– –
-6,340
114
– –
-5,330
115
– –
-3,025
116
– –
-21,974
117
– –
-8,662
118
– –
-12,300
119
– –
-27,400
120
– –
-50,475
121
– –
-5,566
122
– –
-37,617
123
– –
-84,822
124
– –
-7,500
125
– –
-2,203
2 3 4
5
6