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
$509M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.04M
3
+$5.51M
4
BND icon
Vanguard Total Bond Market
BND
+$4.66M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.29M

Top Sells

1
+$5.25M
2
+$1.17M
3
+$1.01M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$499K
5
DD
Du Pont De Nemours E I
DD
+$251K

Sector Composition

1 Technology 3.8%
2 Healthcare 1.92%
3 Financials 1.84%
4 Consumer Discretionary 1.71%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$237K 0.05%
5,411
+604
152
$236K 0.05%
3,186
-876
153
$235K 0.05%
3,588
154
$228K 0.04%
5,500
155
$227K 0.04%
5,336
156
$227K 0.04%
21,700
157
$225K 0.04%
2,732
-812
158
$223K 0.04%
9,207
159
$221K 0.04%
3,493
160
$220K 0.04%
2,880
161
$219K 0.04%
4,541
+111
162
$218K 0.04%
3,165
163
$214K 0.04%
2,000
164
$210K 0.04%
+5,433
165
$208K 0.04%
+1,617
166
$202K 0.04%
+2,367
167
$201K 0.04%
+793
168
$37K 0.01%
13,385
169
– –
-10,430
170
– –
-3,106
3 4 5 6
7