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
$509M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.04M
3
+$5.51M
4
BND icon
Vanguard Total Bond Market
BND
+$4.66M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.29M

Top Sells

1
+$5.25M
2
+$1.17M
3
+$1.01M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$499K
5
DD
Du Pont De Nemours E I
DD
+$251K

Sector Composition

1 Technology 3.8%
2 Healthcare 1.92%
3 Financials 1.84%
4 Consumer Discretionary 1.71%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$345K 0.07%
2,205
127
$325K 0.06%
2,800
128
$324K 0.06%
6,866
+124
129
$315K 0.06%
+1,473
130
$311K 0.06%
6,379
131
$304K 0.06%
23,475
132
$289K 0.06%
6,933
133
$283K 0.06%
+4,848
134
$279K 0.05%
+5,096
135
$278K 0.05%
20,125
136
$277K 0.05%
3,570
-28
137
$274K 0.05%
11,129
138
$273K 0.05%
44,300
139
$273K 0.05%
4,470
-2,669
140
$272K 0.05%
26,772
+1,062
141
$271K 0.05%
8,053
142
$269K 0.05%
7,100
143
$268K 0.05%
3,793
+807
144
$267K 0.05%
+5,700
145
$267K 0.05%
4,980
+149
146
$266K 0.05%
1,904
-816
147
$261K 0.05%
7,949
148
$254K 0.05%
5,160
149
$248K 0.05%
+1,516
150
$238K 0.05%
2,241
3 4 5
6
7