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
$402M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$3.13M
3
+$2.64M
4
VTV icon
Vanguard Value ETF
VTV
+$2.19M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.71M

Top Sells

1
+$8.46M
2
+$2.4M
3
+$1.84M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$642K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$519K

Sector Composition

1 Technology 3.09%
2 Consumer Discretionary 1.74%
3 Healthcare 1.01%
4 Consumer Staples 0.85%
5 Financials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$303K 0.08%
+23,475
102
$301K 0.07%
2,882
-218
103
$284K 0.07%
4,062
104
$276K 0.07%
3,544
105
$270K 0.07%
6,933
106
$269K 0.07%
8,053
107
$266K 0.07%
11,129
108
$265K 0.07%
+20,125
109
$259K 0.06%
2,880
110
$255K 0.06%
7,949
-1,375
111
$252K 0.06%
7,100
112
$252K 0.06%
+5,635
113
$251K 0.06%
25,710
+174
114
$251K 0.06%
+4,831
115
$251K 0.06%
3,106
116
$250K 0.06%
1,890
117
$248K 0.06%
+5,160
118
$242K 0.06%
2,241
+121
119
$240K 0.06%
2,994
120
$239K 0.06%
+4,430
121
$224K 0.06%
3,588
122
$223K 0.06%
9,207
123
$223K 0.06%
+3,493
124
$221K 0.05%
5,336
125
$220K 0.05%
21,700
2 3 4
5
6