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
$530M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.43M
3
+$1.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.18M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$899K

Top Sells

1
+$2.15M
2
+$1.77M
3
+$789K
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$749K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$600K

Sector Composition

1 Technology 3.83%
2 Financials 1.88%
3 Healthcare 1.84%
4 Consumer Discretionary 1.7%
5 Industrials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$371K 0.07%
41,920
-3,440
127
$371K 0.07%
+13,902
128
$361K 0.07%
20,125
129
$354K 0.07%
1,866
+350
130
$349K 0.07%
4,891
-1,500
131
$320K 0.06%
13,107
-24,078
132
$308K 0.06%
1,473
133
$307K 0.06%
5,610
134
$304K 0.06%
28,266
+1,494
135
$300K 0.06%
+3,040
136
$300K 0.06%
23,475
137
$298K 0.06%
1,109
+316
138
$293K 0.06%
4,865
+17
139
$291K 0.05%
5,115
+19
140
$288K 0.05%
6,933
141
$280K 0.05%
3,603
+33
142
$279K 0.05%
3,763
-30
143
$275K 0.05%
8,053
144
$268K 0.05%
5,160
145
$258K 0.05%
5,022
-389
146
$256K 0.05%
44,300
147
$256K 0.05%
7,100
148
$251K 0.05%
3,588
149
$251K 0.05%
3,363
-130
150
$248K 0.05%
3,230
+44
3 4 5
6
7