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
$664M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$4.86M
3
+$4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.8M

Top Sells

1
+$68.6M
2
+$26.9M
3
+$25.4M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$18.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$15.5M

Sector Composition

1 Technology 7.94%
2 Consumer Discretionary 3.39%
3 Communication Services 1.6%
4 Healthcare 0.73%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$321K 0.05%
1,029
+14
102
$309K 0.05%
8,585
+1,077
103
$296K 0.04%
19,700
104
$285K 0.04%
1,456
+6
105
$280K 0.04%
4,040
+32
106
$277K 0.04%
12,958
107
$272K 0.04%
+7,633
108
$269K 0.04%
+12,426
109
$268K 0.04%
912
-118
110
$265K 0.04%
+7,488
111
$260K 0.04%
3,259
112
$259K 0.04%
4,400
113
$259K 0.04%
2,000
114
$257K 0.04%
+27,000
115
$256K 0.04%
7,100
116
$241K 0.04%
+18,900
117
$238K 0.04%
3,180
+183
118
$236K 0.04%
+600
119
$226K 0.03%
2,815
120
$223K 0.03%
+6,848
121
$222K 0.03%
+3,860
122
$220K 0.03%
5,702
+248
123
$214K 0.03%
1,088
-98
124
$213K 0.03%
3,539
-42
125
$207K 0.03%
2,942
-735
3 4
5
6 7