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
$595M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.17M
3
+$5.33M
4
VTV icon
Vanguard Value ETF
VTV
+$3.64M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.62M

Top Sells

1
+$9.14M
2
+$2.6M
3
+$1.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.34M

Sector Composition

1 Technology 4.42%
2 Consumer Discretionary 1.93%
3 Healthcare 1.85%
4 Financials 1.69%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$424K 0.07%
2,800
127
$422K 0.07%
6,079
128
$418K 0.07%
44,300
129
$416K 0.07%
3,563
-77
130
$410K 0.07%
2,404
-42
131
$407K 0.07%
6,933
132
$406K 0.07%
12,958
133
$392K 0.07%
2,735
+85
134
$386K 0.06%
32,400
135
$379K 0.06%
5,610
136
$363K 0.06%
4,315
137
$355K 0.06%
32,400
+294
138
$346K 0.06%
6,837
139
$333K 0.06%
+10,415
140
$321K 0.05%
2,860
141
$316K 0.05%
11,387
-4,287
142
$312K 0.05%
3,200
143
$306K 0.05%
4,322
+3
144
$305K 0.05%
1,473
145
$295K 0.05%
15,756
-5,980
146
$283K 0.05%
1,598
+413
147
$276K 0.05%
3,210
148
$275K 0.05%
4,666
+230
149
$272K 0.05%
16,527
+3,406
150
$266K 0.04%
1,874
+215
3 4 5
6
7