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
$530M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.43M
3
+$1.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.18M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$899K

Top Sells

1
+$2.15M
2
+$1.77M
3
+$789K
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$749K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$600K

Sector Composition

1 Technology 3.83%
2 Financials 1.88%
3 Healthcare 1.84%
4 Consumer Discretionary 1.7%
5 Industrials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$556K 0.1%
5,264
102
$548K 0.1%
6,934
+309
103
$539K 0.1%
9,450
-1,395
104
$512K 0.1%
13,381
+946
105
$500K 0.09%
4,171
+285
106
$495K 0.09%
1,554
-20
107
$492K 0.09%
3,975
108
$489K 0.09%
8,148
+12
109
$484K 0.09%
4,040
110
$480K 0.09%
32,400
111
$473K 0.09%
4,315
112
$473K 0.09%
6,570
113
$441K 0.08%
2,536
+125
114
$432K 0.08%
8,492
115
$416K 0.08%
1,850
116
$409K 0.08%
11,953
117
$402K 0.08%
2,335
+130
118
$395K 0.07%
6,079
-300
119
$395K 0.07%
7,000
+1,300
120
$390K 0.07%
4,753
121
$387K 0.07%
2,650
122
$384K 0.07%
7,320
-123
123
$381K 0.07%
21,832
-116
124
$377K 0.07%
2,813
+13
125
$377K 0.07%
2,446
-20
3 4
5
6 7