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
$309M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$898K
3
+$593K
4
BND icon
Vanguard Total Bond Market
BND
+$578K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$514K

Top Sells

1
+$651K
2
+$570K
3
+$435K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$375K
5
IYR icon
iShares US Real Estate ETF
IYR
+$259K

Sector Composition

1 Technology 2.39%
2 Consumer Discretionary 1.4%
3 Healthcare 0.97%
4 Consumer Staples 0.91%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.07%
3,450
102
$222K 0.07%
3,617
+281
103
$212K 0.07%
15,712
-5,576
104
$210K 0.07%
7,100
105
$201K 0.07%
+2,550
106
$201K 0.07%
24,282
-864
107
$200K 0.06%
7,934
-1,972
108
$153K 0.05%
3,319
109
– –
-12,528
110
– –
-2,880
111
– –
-19,292
112
– –
-9,319
113
– –
-10,244
114
– –
-9,074
115
– –
-10,739
1 2 3 4
5