GC
Garde Capital Portfolio holdings
AUM
$1.87B
This Quarter Return
+17.09%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$691M
AUM Growth
+$691M
(+22%)
Cap. Flow
+$35.2M
Cap. Flow
% of AUM
5.09%
Top 10 Holdings %
Top 10 Hldgs %
56.91%
Holding
146
New
24
Increased
56
Reduced
38
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$12M |
| 2 |
Vanguard Value ETF
VTV
|
$4.5M |
| 3 |
Schwab International Equity ETF
SCHF
|
$3.35M |
| 4 |
Apple
AAPL
|
$3.03M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$2.72M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$2.61M |
| 2 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$2.29M |
| 3 |
SPDR S&P Global Natural Resources ETF
GNR
|
$1.86M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$1.77M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.65M |
Sector Composition
| 1 | Technology | 6.55% |
| 2 | Consumer Discretionary | 2.66% |
| 3 | Communication Services | 1.43% |
| 4 | Healthcare | 0.62% |
| 5 | Financials | 0.47% |
