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
$509M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.04M
3
+$5.51M
4
BND icon
Vanguard Total Bond Market
BND
+$4.66M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.29M

Top Sells

1
+$5.25M
2
+$1.17M
3
+$1.01M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$499K
5
DD
Du Pont De Nemours E I
DD
+$251K

Sector Composition

1 Technology 3.8%
2 Healthcare 1.92%
3 Financials 1.84%
4 Consumer Discretionary 1.71%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$547K 0.11%
10,548
+216
102
$541K 0.11%
5,977
103
$530K 0.1%
+8,136
104
$529K 0.1%
6,625
-349
105
$513K 0.1%
32,400
106
$512K 0.1%
+8,151
107
$493K 0.1%
1,574
108
$483K 0.09%
3,975
109
$449K 0.09%
2,411
110
$433K 0.09%
8,492
111
$433K 0.09%
3,886
-803
112
$426K 0.08%
4,315
113
$426K 0.08%
4,753
114
$419K 0.08%
+6,570
115
$418K 0.08%
12,435
+1,090
116
$412K 0.08%
11,953
+2,385
117
$405K 0.08%
6,391
+1,450
118
$393K 0.08%
7,443
+379
119
$376K 0.07%
2,466
120
$375K 0.07%
45,360
-104
121
$370K 0.07%
21,948
+1,608
122
$361K 0.07%
5,610
123
$353K 0.07%
4,753
124
$351K 0.07%
1,850
125
$350K 0.07%
2,650
3 4
5
6 7