GC
Garde Capital Portfolio holdings
AUM
$1.87B
This Quarter Return
-14.08%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$569M
AUM Growth
-$120M
(-17%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-1.82%
Top 10 Holdings %
Top 10 Hldgs %
60.69%
Holding
139
New
5
Increased
35
Reduced
60
Closed
17
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$7.44M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$5.19M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$2.87M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$2.26M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.05M |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$8.01M |
| 2 |
Vanguard FTSE Pacific ETF
VPL
|
$6.69M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.62M |
| 4 |
Vanguard Value ETF
VTV
|
$3.47M |
| 5 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$2.79M |
Sector Composition
| 1 | Technology | 5.15% |
| 2 | Consumer Discretionary | 1.96% |
| 3 | Communication Services | 1.08% |
| 4 | Healthcare | 0.55% |
| 5 | Consumer Staples | 0.51% |
