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
$691M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$4.5M
3
+$3.35M
4
AAPL icon
Apple
AAPL
+$3.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.72M

Top Sells

1
+$2.61M
2
+$2.29M
3
+$1.86M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.77M
5
VWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$414K 0.06%
6,976
102
$393K 0.06%
+1,977
103
$392K 0.06%
3,749
104
$390K 0.06%
9,753
-2,533
105
$377K 0.05%
7,603
106
$367K 0.05%
14,222
-774
107
$356K 0.05%
2,650
108
$356K 0.05%
3,406
109
$355K 0.05%
2,651
-300
110
$350K 0.05%
2,647
111
$336K 0.05%
772
+114
112
$336K 0.05%
+7,739
113
$332K 0.05%
4,042
114
$328K 0.05%
10,944
-1,426
115
$319K 0.05%
+8,793
116
$318K 0.05%
12,958
117
$317K 0.05%
5,230
-2,103
118
$311K 0.05%
1,005
+3
119
$301K 0.04%
+1,201
120
$286K 0.04%
+7,480
121
$283K 0.04%
1,015
-352
122
$282K 0.04%
19,700
123
$282K 0.04%
2,615
124
$257K 0.04%
4,400
125
$255K 0.04%
+7,508
2 3 4
5
6