GC
Garde Capital Portfolio holdings
AUM
$1.87B
This Quarter Return
+6.02%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$689M
AUM Growth
+$689M
(+7.4%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
63.03%
Holding
142
New
3
Increased
45
Reduced
53
Closed
8
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$3.1M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.89M |
| 3 |
Vanguard Growth ETF
VUG
|
$2.5M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.63M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.18M |
Top Sells
| 1 |
Amazon
AMZN
|
$867K |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$571K |
| 3 |
Schwab International Equity ETF
SCHF
|
$490K |
| 4 |
SPDR S&P Global Natural Resources ETF
GNR
|
$474K |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
$465K |
Sector Composition
| 1 | Technology | 4.39% |
| 2 | Consumer Discretionary | 1.88% |
| 3 | Communication Services | 1.19% |
| 4 | Consumer Staples | 0.54% |
| 5 | Healthcare | 0.53% |
