GC

Garde Capital Portfolio holdings

AUM $1.63B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.92M
3
+$6.26M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$5.96M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.72M

Top Sells

1
+$5.54M
2
+$3.25M
3
+$3.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.23M
5
INP
iPath ETNs Linked to the MSCI India Total Return Index
INP
+$3.2M

Sector Composition

1 Technology 2.78%
2 Consumer Discretionary 1.32%
3 Healthcare 0.82%
4 Consumer Staples 0.79%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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3 4 5
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