GC
Garde Capital Portfolio holdings
AUM
$1.87B
This Quarter Return
+4.39%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$530M
AUM Growth
+$530M
(+4.2%)
Cap. Flow
+$581K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
57.69%
Holding
173
New
5
Increased
56
Reduced
57
Closed
6
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$1.45M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$1.43M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.31M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.18M |
| 5 |
SPDR S&P Global Natural Resources ETF
GNR
|
$899K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$2.15M |
| 2 |
Vanguard Value ETF
VTV
|
$1.77M |
| 3 |
IBM
IBM
|
$789K |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
$749K |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$600K |
Sector Composition
| 1 | Technology | 3.83% |
| 2 | Financials | 1.88% |
| 3 | Healthcare | 1.84% |
| 4 | Consumer Discretionary | 1.7% |
| 5 | Industrials | 1.67% |
