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
$595M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.17M
3
+$5.33M
4
VTV icon
Vanguard Value ETF
VTV
+$3.64M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.62M

Top Sells

1
+$9.14M
2
+$2.6M
3
+$1.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.34M

Sector Composition

1 Technology 4.42%
2 Consumer Discretionary 1.93%
3 Healthcare 1.85%
4 Financials 1.69%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$265K 0.04%
3,645
+609
152
$263K 0.04%
5,233
-52
153
$256K 0.04%
4,112
154
$252K 0.04%
5,467
155
$249K 0.04%
4,549
+129
156
$246K 0.04%
3,681
157
$241K 0.04%
3,176
-68
158
$240K 0.04%
4,848
159
$238K 0.04%
5,022
160
$235K 0.04%
20,125
161
$225K 0.04%
2,482
-250
162
$222K 0.04%
2,000
163
$218K 0.04%
23,475
164
$217K 0.04%
1,210
165
$215K 0.04%
4,036
-785
166
$213K 0.04%
3,113
167
$202K 0.03%
7,100
168
$190K 0.03%
19,700
-2,000
169
$160K 0.03%
6,887
-1,084
170
$71K 0.01%
13,385
171
– –
-3,180
172
– –
-3,570
173
– –
-8,876
174
– –
-7,252
175
– –
-1,617
3 4 5 6
7