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
$565M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$3.59M
3
+$2.59M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$2.46M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.88M

Top Sells

1
+$4.79M
2
+$2.85M
3
+$2.33M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.34M

Sector Composition

1 Technology 4.32%
2 Consumer Discretionary 1.82%
3 Healthcare 1.8%
4 Financials 1.56%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$562K 0.1%
6,570
102
$549K 0.1%
+5,599
103
$546K 0.1%
12,590
+1,171
104
$543K 0.1%
4,142
-320
105
$537K 0.1%
2,761
106
$528K 0.09%
4,691
-33
107
$515K 0.09%
7,000
108
$505K 0.09%
8,070
109
$501K 0.09%
12,817
-225
110
$497K 0.09%
2,800
+115
111
$490K 0.09%
4,552
112
$486K 0.09%
1,850
113
$482K 0.09%
8,060
-91
114
$482K 0.09%
3,975
115
$479K 0.08%
5,785
-57,819
116
$457K 0.08%
7,130
+31
117
$457K 0.08%
4,835
-906
118
$456K 0.08%
4,130
+567
119
$451K 0.08%
1,500
-49
120
$448K 0.08%
9,648
-28,944
121
$430K 0.08%
6,933
122
$429K 0.08%
7,315
123
$428K 0.08%
8,492
124
$401K 0.07%
11,102
-99
125
$391K 0.07%
7,920
+400
3 4
5
6 7