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GC

Garde Capital Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.9%
This Fund
S&P 500
This Quarter Est. Return
-0.94%
1 Year Est. Return
+13.9%
3 Year Est. Return
+51.52%
5 Year Est. Return
+51.47%
10 Year Est. Return
+173.98%
AUM
$333M
AUM Growth
+$2.87M
Cap. Flow
+$5.42M
Cap. Flow %
1.63%
Top 10 Hldgs %
48.45%
Holding
151
New
7
Increased
57
Reduced
46
Closed
9

Top Buys

1
TIP icon
iShares TIPS Bond ETF
TIP
+$1.18M
2
BND icon
Vanguard Total Bond Market
BND
+$1.11M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.06M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.02M
5
VTV icon
Vanguard Value ETF
VTV
+$845K

Top Sells

1
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$1.08M
2
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$730K
3
WIP icon
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$632K
4
VFH icon
Vanguard Financials ETF
VFH
+$590K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$340K

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
OIL
151
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
– –
-12,146
Closed -$122K
3 4 5 6
7

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