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
$578M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$2.9M
3
+$2.69M
4
BND icon
Vanguard Total Bond Market
BND
+$2.47M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.21M

Top Sells

1
+$2.65M
2
+$2.43M
3
+$1.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$399K

Sector Composition

1 Technology 4.23%
2 Consumer Discretionary 1.79%
3 Healthcare 1.73%
4 Financials 1.67%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$396K 0.07%
3,640
-131
127
$389K 0.07%
2,446
128
$385K 0.07%
32,400
129
$382K 0.07%
44,300
130
$382K 0.07%
2,650
131
$370K 0.06%
6,520
-1,071
132
$353K 0.06%
32,106
+1,062
133
$351K 0.06%
6,837
-483
134
$334K 0.06%
1,473
135
$331K 0.06%
4,112
-641
136
$329K 0.06%
20,125
137
$322K 0.06%
23,475
138
$320K 0.06%
5,610
139
$317K 0.05%
4,319
+213
140
$286K 0.05%
5,285
+112
141
$273K 0.05%
1,799
-7,533
142
$270K 0.05%
4,848
143
$267K 0.05%
4,821
144
$265K 0.05%
3,244
+14
145
$259K 0.04%
3,210
-1,778
146
$258K 0.04%
2,732
147
$257K 0.04%
5,022
148
$254K 0.04%
+3,036
149
$251K 0.04%
5,467
+131
150
$251K 0.04%
7,100
3 4 5
6
7