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
$578M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$2.9M
3
+$2.69M
4
BND icon
Vanguard Total Bond Market
BND
+$2.47M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.21M

Top Sells

1
+$2.65M
2
+$2.43M
3
+$1.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$399K

Sector Composition

1 Technology 4.23%
2 Consumer Discretionary 1.79%
3 Healthcare 1.73%
4 Financials 1.67%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$248K 0.04%
3,681
+93
152
$247K 0.04%
3,200
-163
153
$244K 0.04%
2,860
-607
154
$237K 0.04%
7,252
155
$236K 0.04%
2,000
156
$233K 0.04%
13,121
157
$232K 0.04%
8,876
158
$231K 0.04%
1,185
+37
159
$230K 0.04%
3,231
+36
160
$230K 0.04%
+4,436
161
$224K 0.04%
3,570
162
$221K 0.04%
21,700
163
$221K 0.04%
4,420
-137
164
$220K 0.04%
+1,659
165
$216K 0.04%
3,113
166
$213K 0.04%
1,617
167
$209K 0.04%
+1,210
168
$207K 0.04%
3,180
-231
169
$192K 0.03%
+7,971
170
$89K 0.02%
13,385
171
– –
-2,121
172
– –
-20,445
173
– –
-6,284
3 4 5 6
7