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
$821M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$6.46M
3
+$3.63M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.26M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.03M

Top Sells

1
+$3.97M
2
+$2.26M
3
+$1.77M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.07M
5
TSLA icon
Tesla
TSLA
+$943K

Sector Composition

1 Technology 11.5%
2 Consumer Discretionary 3.19%
3 Communication Services 1.61%
4 Healthcare 0.84%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$377K 0.05%
1,006
102
$375K 0.05%
2,651
103
$374K 0.05%
7,739
104
$371K 0.05%
1,397
+189
105
$366K 0.04%
2,468
-131
106
$364K 0.04%
728
107
$350K 0.04%
19,419
-3,745
108
$334K 0.04%
+11,857
109
$329K 0.04%
2,000
110
$319K 0.04%
+5,091
111
$318K 0.04%
5,139
+1,600
112
$311K 0.04%
8,585
113
$311K 0.04%
4,040
114
$305K 0.04%
12,426
115
$302K 0.04%
7,100
116
$300K 0.04%
+3,849
117
$299K 0.04%
600
118
$299K 0.04%
36,272
119
$297K 0.04%
3,284
+25
120
$297K 0.04%
19,700
121
$294K 0.04%
4,400
122
$293K 0.04%
+7,981
123
$291K 0.04%
+1,340
124
$270K 0.03%
+9,369
125
$270K 0.03%
2,942
3 4
5
6 7