We are live on ! Find out more
GC

Garde Capital Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.9%
This Fund
S&P 500
This Quarter Est. Return
-0.35%
1 Year Est. Return
+13.9%
3 Year Est. Return
+51.52%
5 Year Est. Return
+51.47%
10 Year Est. Return
+173.98%
AUM
$348M
AUM Growth
+$34.5M
Cap. Flow
+$9.81M
Cap. Flow %
2.82%
Top 10 Hldgs %
61.38%
Holding
166
New
25
Increased
41
Reduced
45
Closed
50

Top Buys

1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.7M
2
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$9.92M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$6.26M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$5.96M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.72M

Top Sells

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.54M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.25M
3
MCHI icon
iShares MSCI China ETF
MCHI
+$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
DIS icon
126
Walt Disney
DIS
$169B
– –
-8,662
Closed -$885K
ELD icon
127
WisdomTree Emerging Markets Local Debt Fund
ELD
$143M
– –
-26,881
Closed -$931K
EMR icon
128
Emerson Electric
EMR
$76.3B
– –
-12,300
Closed -$543K
EPD icon
129
Enterprise Products Partners
EPD
$81.2B
– –
-27,400
Closed -$682K
EPP icon
130
iShares MSCI Pacific ex Japan ETF
EPP
$2.18B
– –
-50,475
Closed -$1.85M
EWC icon
131
iShares MSCI Canada ETF
EWC
$6.08B
– –
-116,481
Closed -$2.68M
EWJ icon
132
iShares MSCI Japan ETF
EWJ
$22.3B
– –
-6,133
Closed -$280K
EWU icon
133
iShares MSCI United Kingdom ETF
EWU
$4B
– –
-5,566
Closed -$182K
EWZ icon
134
iShares MSCI Brazil ETF
EWZ
$9.27B
– –
-37,617
Closed -$826K
EZU icon
135
iShare MSCI Eurozone ETF
EZU
$9.52B
– –
-9,943
Closed -$341K
F icon
136
Ford
F
$56.5B
– –
-84,822
Closed -$1.15M
FXI icon
137
iShares China Large-Cap ETF
FXI
$4.62B
– –
-80,360
Closed -$2.85M
GILD icon
138
Gilead Sciences
GILD
$164B
– –
-7,500
Closed -$736K
HEDJ icon
139
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
– –
-8,742
Closed -$239K
ILF icon
140
iShares Latin America 40 ETF
ILF
$3.78B
– –
-22,928
Closed -$518K
JCI icon
141
Johnson Controls International
JCI
$87.1B
– –
-17,220
Closed -$712K
JPM icon
142
JPMorgan Chase
JPM
$930B
– –
-17,324
Closed -$1.06M
KO icon
143
Coca-Cola
KO
$355B
– –
-13,900
Closed -$558K
LLY icon
144
Eli Lilly
LLY
$1.03T
– –
-2,550
Closed -$213K
MCHI icon
145
iShares MSCI China ETF
MCHI
$6.18B
– –
-74,221
Closed -$3.25M
MMM icon
146
3M
MMM
$83.7B
– –
-7,546
Closed -$894K
NEE icon
147
NextEra Energy
NEE
$186B
– –
-23,600
Closed -$576K
NVS icon
148
Novartis
NVS
$288B
– –
-8,690
Closed -$716K
OMC icon
149
Omnicom Group
OMC
$23.1B
– –
-10,000
Closed -$659K
PCAR icon
150
PACCAR
PCAR
$64.8B
– –
-18,600
Closed -$647K
3 4 5
6
7

Similar funds

JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.66B AUM 340.85% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return