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
$402M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$3.13M
3
+$2.64M
4
VTV icon
Vanguard Value ETF
VTV
+$2.19M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.71M

Top Sells

1
+$8.46M
2
+$2.4M
3
+$1.84M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$642K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$519K

Sector Composition

1 Technology 3.09%
2 Consumer Discretionary 1.74%
3 Healthcare 1.01%
4 Consumer Staples 0.85%
5 Financials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$213K 0.05%
+5,500
127
$207K 0.05%
+4,807
128
$207K 0.05%
+3,165
129
$205K 0.05%
+2,927
130
$205K 0.05%
+2,000
131
$205K 0.05%
3,706
132
$202K 0.05%
2,986
-1,575
133
$34K 0.01%
+13,385
134
– –
-14,629
135
– –
-1,331
136
– –
-2,550
137
– –
-69,762
2 3 4 5
6