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
$821M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$6.46M
3
+$3.63M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.26M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.03M

Top Sells

1
+$3.97M
2
+$2.26M
3
+$1.77M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.07M
5
TSLA icon
Tesla
TSLA
+$943K

Sector Composition

1 Technology 11.5%
2 Consumer Discretionary 3.19%
3 Communication Services 1.61%
4 Healthcare 0.84%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$268K 0.03%
7,488
127
$263K 0.03%
3,182
+2
128
$257K 0.03%
+1,421
129
$255K 0.03%
1,456
130
$249K 0.03%
+2,900
131
$249K 0.03%
6,628
-220
132
$234K 0.03%
5,720
+18
133
$233K 0.03%
+3,607
134
$229K 0.03%
10,344
-100
135
$229K 0.03%
+4,263
136
$225K 0.03%
3,860
137
$225K 0.03%
2,815
138
$216K 0.03%
923
-165
139
$214K 0.03%
923
+11
140
$212K 0.03%
+2,074
141
$209K 0.03%
+1,192
142
$209K 0.03%
+1,382
143
$198K 0.02%
+3,375
144
$197K 0.02%
+1,732
145
$193K 0.02%
+542
146
$186K 0.02%
+2,385
147
$184K 0.02%
+3,000
148
$180K 0.02%
+13,840
149
$176K 0.02%
4,887
-300
150
$176K 0.02%
+1,903
4 5
6
7 8