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
$565M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$3.59M
3
+$2.59M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$2.46M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.88M

Top Sells

1
+$4.79M
2
+$2.85M
3
+$2.33M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.34M

Sector Composition

1 Technology 4.32%
2 Consumer Discretionary 1.82%
3 Healthcare 1.8%
4 Financials 1.56%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$387K 0.07%
2,800
127
$387K 0.07%
32,400
128
$386K 0.07%
2,404
129
$383K 0.07%
44,300
130
$376K 0.07%
2,650
-85
131
$371K 0.07%
6,079
132
$368K 0.07%
12,958
133
$365K 0.06%
17,100
134
$352K 0.06%
6,837
135
$345K 0.06%
5,610
136
$331K 0.06%
2,860
137
$331K 0.06%
33,096
+696
138
$319K 0.06%
2,414
+540
139
$310K 0.05%
1,921
140
$298K 0.05%
1,473
141
$257K 0.05%
4,315
142
$257K 0.05%
8,818
-1,597
143
$247K 0.04%
3,767
-555
144
$236K 0.04%
2,091
-5,406
145
$230K 0.04%
23,475
146
$229K 0.04%
1,335
-263
147
$224K 0.04%
5,467
148
$220K 0.04%
20,125
149
$219K 0.04%
4,848
150
$219K 0.04%
4,112
3 4 5
6
7