GC
Garde Capital Portfolio holdings
AUM
$1.87B
1-Year Return
14.67%
This Quarter Return
+1.72%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$330M
AUM Growth
+$4.51M
(+1.4%)
Cap. Flow
-$42M
Cap. Flow
% of AUM
-12.72%
Top 10 Holdings %
Top 10 Hldgs %
47.48%
Holding
151
New
13
Increased
58
Reduced
35
Closed
7
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$3.54M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.35M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.22M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.21M |
| 5 |
Vanguard Value ETF
VTV
|
$1.01M |
Top Sells
Sector Composition
| 1 | Technology | 4.03% |
| 2 | Industrials | 2.36% |
| 3 | Financials | 2.08% |
| 4 | Healthcare | 2.06% |
| 5 | Consumer Staples | 1.69% |