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
$313M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.25M
3
+$3.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.04M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.87M

Top Sells

1
+$8.27M
2
+$4.84M
3
+$4.46M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.9M

Sector Composition

1 Technology 3.97%
2 Industrials 2.09%
3 Financials 2.02%
4 Healthcare 1.94%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,570
152
– –
-2,005
153
– –
-6,327
154
– –
-24,282
3 4 5 6
7