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
$285M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.09M
3
+$3.29M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.93M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.94M

Top Sells

1
+$4.1M
2
+$3.04M
3
+$2.87M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$2.12M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.87M

Sector Composition

1 Technology 2.5%
2 Consumer Discretionary 1.44%
3 Healthcare 0.71%
4 Consumer Staples 0.63%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
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