GC
Garde Capital Portfolio holdings
AUM
$1.87B
1-Year Return
14.67%
This Quarter Return
-1.22%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$967M
AUM Growth
-$200K
(-0.02%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
56.91%
Holding
287
New
13
Increased
106
Reduced
68
Closed
10
Top Buys
| 1 |
Microsoft
MSFT
|
$6M |
| 2 |
Vanguard Value ETF
VTV
|
$4.8M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$3.25M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$2.24M |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
$2.24M |
Top Sells
| 1 |
T-Mobile US
TMUS
|
$4.39M |
| 2 |
Palantir
PLTR
|
$441K |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$382K |
| 4 |
Salesforce
CRM
|
$257K |
| 5 |
AT&T
T
|
$188K |
Sector Composition
| 1 | Technology | 7.53% |
| 2 | Communication Services | 4.52% |
| 3 | Consumer Discretionary | 3.15% |
| 4 | Healthcare | 0.83% |
| 5 | Industrials | 0.7% |
