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
$333M
AUM Growth
+$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$1.09M
3 +$994K
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$983K
5
VTV icon
Vanguard Value ETF
VTV
+$826K

Top Sells

1 +$1.07M
2 +$683K
3 +$626K
4
VFH icon
Vanguard Financials ETF
VFH
+$586K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$337K

Sector Composition

1 Technology 4.03%
2 Industrials 2.14%
3 Healthcare 2.03%
4 Financials 2.02%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-12,146