GC
Garde Capital Portfolio holdings
AUM
$1.87B
This Quarter Return
+3.78%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$509M
AUM Growth
+$509M
(+27%)
Cap. Flow
+$93.1M
Cap. Flow
% of AUM
18.28%
Top 10 Holdings %
Top 10 Hldgs %
58.03%
Holding
170
New
37
Increased
63
Reduced
27
Closed
2
Top Buys
| 1 |
SPDR S&P Global Natural Resources ETF
GNR
|
$10M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$9.04M |
| 3 |
Vanguard Value ETF
VTV
|
$5.51M |
| 4 |
Vanguard Total Bond Market
BND
|
$4.66M |
| 5 |
Vanguard Growth ETF
VUG
|
$4.29M |
Top Sells
Sector Composition
| 1 | Technology | 3.8% |
| 2 | Healthcare | 1.92% |
| 3 | Financials | 1.84% |
| 4 | Consumer Discretionary | 1.71% |
| 5 | Industrials | 1.7% |
