GC
Garde Capital Portfolio holdings
AUM
$1.87B
1-Year Return
14.67%
This Quarter Return
-14.66%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$822M
AUM Growth
-$152M
(-16%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
57.25%
Holding
286
New
13
Increased
60
Reduced
101
Closed
24
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$7.4M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$3.98M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.41M |
| 4 |
iShares Core MSCI Pacific ETF
IPAC
|
$3.27M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$2.92M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$5.45M |
| 2 |
Exxon Mobil
XOM
|
$2.03M |
| 3 |
Vanguard Energy ETF
VDE
|
$2.01M |
| 4 |
Chevron
CVX
|
$1.62M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.3M |
Sector Composition
| 1 | Technology | 6.92% |
| 2 | Communication Services | 3.13% |
| 3 | Consumer Discretionary | 2.5% |
| 4 | Financials | 0.85% |
| 5 | Healthcare | 0.82% |
