GC
Garde Capital Portfolio holdings
AUM
$1.87B
1-Year Return
14.67%
This Quarter Return
-5.79%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$774M
AUM Growth
-$48.2M
(-5.9%)
Cap. Flow
+$5.83M
Cap. Flow
% of AUM
0.75%
Top 10 Holdings %
Top 10 Hldgs %
55.68%
Holding
270
New
8
Increased
55
Reduced
70
Closed
30
Top Buys
| 1 |
iShares Core S&P US Value ETF
IUSV
|
$9.04M |
| 2 |
iShares Core MSCI Europe ETF
IEUR
|
$4.29M |
| 3 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$2.88M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.5M |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
$2.36M |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$12.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.65M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.44M |
| 4 |
iShare MSCI Eurozone ETF
EZU
|
$892K |
| 5 |
SPDR Gold Trust
GLD
|
$767K |
Sector Composition
| 1 | Technology | 6.91% |
| 2 | Communication Services | 3.11% |
| 3 | Consumer Discretionary | 2.93% |
| 4 | Healthcare | 0.82% |
| 5 | Financials | 0.69% |
