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
$348M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.81M
3
+$6.16M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$5.83M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.74M

Top Sells

1
+$5.46M
2
+$3.45M
3
+$3.39M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$3.25M
5
INP
iPath ETNs Linked to the MSCI India Total Return Index
INP
+$3.2M

Sector Composition

1 Technology 2.78%
2 Consumer Discretionary 1.32%
3 Healthcare 0.82%
4 Consumer Staples 0.79%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$252K 0.07%
3,869
-7,796
102
$250K 0.07%
9,324
-30,430
103
$244K 0.07%
5,336
-1,520
104
$244K 0.07%
+7,100
105
$244K 0.07%
+2,005
106
$243K 0.07%
4,088
-13,768
107
$228K 0.07%
+3,106
108
$226K 0.07%
1,426
-5,130
109
$225K 0.06%
+24,930
110
$221K 0.06%
+2,120
111
$220K 0.06%
+24,828
112
$219K 0.06%
+3,599
113
$216K 0.06%
+9,207
114
$207K 0.06%
3,756
-18,488
115
$204K 0.06%
21,700
116
$201K 0.06%
+1,740
117
– –
-10,211
118
– –
-9,300
119
– –
-8,600
120
– –
-6,340
121
– –
-5,330
122
– –
-3,025
123
– –
-4,617
124
– –
-21,974
125
– –
-20,447
3 4
5
6 7