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
$578M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$2.9M
3
+$2.69M
4
BND icon
Vanguard Total Bond Market
BND
+$2.47M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.21M

Top Sells

1
+$2.65M
2
+$2.43M
3
+$1.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$399K

Sector Composition

1 Technology 4.23%
2 Consumer Discretionary 1.79%
3 Healthcare 1.73%
4 Financials 1.67%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$572K 0.1%
9,375
+75
102
$572K 0.1%
8,070
-100
103
$567K 0.1%
8,376
+224
104
$566K 0.1%
12,900
105
$564K 0.1%
8,151
106
$560K 0.1%
6,570
107
$545K 0.09%
4,315
108
$515K 0.09%
54,376
+4,392
109
$512K 0.09%
9,648
+4,488
110
$500K 0.09%
2,711
+200
111
$498K 0.09%
4,140
+100
112
$480K 0.08%
7,000
113
$472K 0.08%
3,975
114
$463K 0.08%
+15,674
115
$452K 0.08%
10,496
-615
116
$450K 0.08%
1,549
117
$445K 0.08%
6,079
118
$440K 0.08%
1,850
119
$434K 0.08%
+21,736
120
$433K 0.08%
8,492
121
$431K 0.07%
2,752
122
$423K 0.07%
12,958
123
$417K 0.07%
7,315
124
$409K 0.07%
6,933
125
$397K 0.07%
2,800
3 4
5
6 7