GC
Garde Capital Portfolio holdings
AUM
$1.87B
1-Year Return
14.67%
This Quarter Return
+1.12%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$578M
AUM Growth
+$27.2M
(+4.9%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
3.96%
Top 10 Holdings %
Top 10 Hldgs %
58.2%
Holding
173
New
9
Increased
62
Reduced
36
Closed
3
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.72M |
| 2 |
Vanguard Value ETF
VTV
|
$2.9M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$2.69M |
| 4 |
Vanguard Total Bond Market
BND
|
$2.47M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$2.21M |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$2.65M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$2.43M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$1.14M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$420K |
| 5 |
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% |
