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
$313M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.25M
3
+$3.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.04M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.87M

Top Sells

1
+$8.27M
2
+$4.84M
3
+$4.46M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.9M

Sector Composition

1 Technology 3.97%
2 Industrials 2.09%
3 Financials 2.02%
4 Healthcare 1.94%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$487K 0.16%
14,347
+4,456
102
$473K 0.15%
7,237
+250
103
$451K 0.14%
+8,046
104
$447K 0.14%
+6,476
105
$439K 0.14%
12,802
106
$427K 0.14%
5,379
107
$427K 0.14%
15,896
-7,590
108
$390K 0.12%
2
109
$374K 0.12%
+9,300
110
$359K 0.11%
+245
111
$341K 0.11%
9,943
-744
112
$335K 0.11%
6,050
-318
113
$328K 0.1%
6,510
-1,982
114
$324K 0.1%
19,575
-21,045
115
$318K 0.1%
12,216
+1,672
116
$292K 0.09%
5,610
117
$284K 0.09%
6,856
+1,520
118
$283K 0.09%
1,475
-813
119
$280K 0.09%
6,133
+2,814
120
$280K 0.09%
2,969
-2,170
121
$273K 0.09%
4,617
+76
122
$266K 0.09%
4,891
123
$255K 0.08%
3,531
124
$250K 0.08%
2,340
+140
125
$243K 0.08%
1,754
+35
3 4
5
6 7