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
$691M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$4.5M
3
+$3.35M
4
AAPL icon
Apple
AAPL
+$3.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.72M

Top Sells

1
+$2.61M
2
+$2.29M
3
+$1.86M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.77M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.65M

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 2.66%
3 Communication Services 1.43%
4 Healthcare 0.62%
5 Financials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.04%
3,677
-2,139
127
$248K 0.04%
+3,313
128
$246K 0.04%
+1,450
129
$244K 0.04%
+7,100
130
$242K 0.04%
2,815
+315
131
$241K 0.03%
+4,008
132
$240K 0.03%
3,259
-2,968
133
$237K 0.03%
+2,000
134
$232K 0.03%
+1,652
135
$222K 0.03%
+1,030
136
$214K 0.03%
5,454
+28
137
$213K 0.03%
+9,778
138
$211K 0.03%
+3,581
139
$210K 0.03%
2,997
140
$208K 0.03%
+4,138
141
$207K 0.03%
+1,186
142
$200K 0.03%
+2,128
143
$154K 0.02%
60,628
+21,773
144
$146K 0.02%
13,121
145
$114K 0.02%
+16,001
146
$34K ﹤0.01%
+201,775
2 3 4 5
6