GC
Garde Capital Portfolio holdings
AUM
$1.87B
This Quarter Return
+10.17%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$579M
AUM Growth
+$579M
(+2.6%)
Cap. Flow
-$38.1M
Cap. Flow
% of AUM
-6.58%
Top 10 Holdings %
Top 10 Hldgs %
62.23%
Holding
170
New
9
Increased
42
Reduced
56
Closed
33
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$1.83M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.65M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.62M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$1.15M |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
$711K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.25M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.78M |
| 3 |
JPMorgan Chase
JPM
|
$1.68M |
| 4 |
Costco
COST
|
$1.64M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.54M |
Sector Composition
| 1 | Technology | 3.95% |
| 2 | Consumer Discretionary | 1.78% |
| 3 | Healthcare | 0.77% |
| 4 | Financials | 0.64% |
| 5 | Industrials | 0.63% |
