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
$579M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.65M
3
+$1.62M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.15M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$711K

Top Sells

1
+$4.25M
2
+$3.78M
3
+$1.68M
4
COST icon
Costco
COST
+$1.64M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.54M

Sector Composition

1 Technology 3.95%
2 Consumer Discretionary 1.78%
3 Healthcare 0.77%
4 Financials 0.64%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$386K 0.07%
34,062
+966
102
$383K 0.07%
3,112
-8,917
103
$381K 0.07%
6,626
-1,294
104
$371K 0.06%
2,860
105
$359K 0.06%
4,658
-55,081
106
$355K 0.06%
1,500
107
$354K 0.06%
8,786
-22,954
108
$343K 0.06%
1,892
-29
109
$314K 0.05%
1,634
+299
110
$313K 0.05%
5,986
-851
111
$297K 0.05%
4,315
112
$284K 0.05%
3,210
113
$283K 0.05%
3,510
-9,368
114
$269K 0.05%
23,475
115
$264K 0.05%
4,112
116
$264K 0.05%
4,400
-1,210
117
$257K 0.04%
+5,790
118
$254K 0.04%
20,125
119
$248K 0.04%
7,698
-1,120
120
$241K 0.04%
+3,642
121
$236K 0.04%
5,467
122
$235K 0.04%
+4,534
123
$233K 0.04%
16,482
+3,361
124
$232K 0.04%
3,165
-602
125
$231K 0.04%
+2,000
3 4
5
6 7