GC
Garde Capital Portfolio holdings
AUM
$1.87B
1-Year Return
14.67%
This Quarter Return
-0.88%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$551M
AUM Growth
+$20.2M
(+3.8%)
Cap. Flow
+$25.6M
Cap. Flow
% of AUM
4.64%
Top 10 Holdings %
Top 10 Hldgs %
58.47%
Holding
173
New
6
Increased
54
Reduced
49
Closed
9
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$3.54M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$3.22M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$2.71M |
| 4 |
Vanguard Value ETF
VTV
|
$2.26M |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
$2.22M |
Top Sells
Sector Composition
| 1 | Technology | 4% |
| 2 | Healthcare | 1.82% |
| 3 | Financials | 1.81% |
| 4 | Consumer Discretionary | 1.67% |
| 5 | Industrials | 1.5% |
