GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$3.54M
2 +$1.35M
3 +$1.22M
4
BND icon
Vanguard Total Bond Market
BND
+$1.21M
5
VTV icon
Vanguard Value ETF
VTV
+$1.01M

Sector Composition

1 Technology 4.03%
2 Industrials 2.36%
3 Financials 2.08%
4 Healthcare 2.06%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,051