GC
Garde Capital Portfolio holdings
AUM
$1.87B
1-Year Return
14.67%
This Quarter Return
-9.75%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$565M
AUM Growth
-$30.1M
(-5.1%)
Cap. Flow
+$1.72M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
57.27%
Holding
173
New
3
Increased
43
Reduced
56
Closed
12
Top Buys
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$4.79M |
| 2 |
Vanguard Value ETF
VTV
|
$2.85M |
| 3 |
SPDR S&P Global Natural Resources ETF
GNR
|
$2.33M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.5M |
| 5 |
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% |
