GC
Garde Capital Portfolio holdings
AUM
$1.87B
1-Year Return
14.67%
This Quarter Return
+7.5%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$833M
AUM Growth
+$59.3M
(+7.7%)
Cap. Flow
+$2.6M
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
55.9%
Holding
262
New
22
Increased
68
Reduced
76
Closed
11
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.9M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$1.64M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.49M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.05M |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$978K |
Top Sells
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.54M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.32M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.1M |
| 4 |
Vanguard Value ETF
VTV
|
$1.01M |
| 5 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$866K |
Sector Composition
| 1 | Technology | 6.39% |
| 2 | Communication Services | 2.86% |
| 3 | Consumer Discretionary | 2.3% |
| 4 | Healthcare | 0.9% |
| 5 | Financials | 0.76% |
