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
$595M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.17M
3
+$5.33M
4
VTV icon
Vanguard Value ETF
VTV
+$3.64M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.62M

Top Sells

1
+$9.14M
2
+$2.6M
3
+$1.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.34M

Sector Composition

1 Technology 4.42%
2 Consumer Discretionary 1.93%
3 Healthcare 1.85%
4 Financials 1.69%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$642K 0.11%
4,462
+253
102
$602K 0.1%
6,570
103
$575K 0.1%
7,000
104
$566K 0.1%
4,724
+584
105
$563K 0.09%
8,070
106
$562K 0.09%
5,741
+308
107
$561K 0.09%
8,151
108
$559K 0.09%
4,552
-299
109
$554K 0.09%
17,100
110
$539K 0.09%
11,201
+390
111
$534K 0.09%
11,419
+923
112
$532K 0.09%
13,042
-789
113
$531K 0.09%
2,761
+50
114
$526K 0.09%
1,850
115
$498K 0.08%
1,549
116
$493K 0.08%
38,592
+28,944
117
$493K 0.08%
2,685
-67
118
$493K 0.08%
7,099
+3,868
119
$477K 0.08%
38,151
-14,580
120
$473K 0.08%
+4,552
121
$456K 0.08%
3,975
122
$442K 0.07%
7,315
123
$438K 0.07%
+1,921
124
$432K 0.07%
8,492
125
$431K 0.07%
7,520
+1,000
3 4
5
6 7