GC
Garde Capital Portfolio holdings
AUM
$1.87B
This Quarter Return
+3.63%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$595M
AUM Growth
+$595M
(+2.9%)
Cap. Flow
+$28.9M
Cap. Flow
% of AUM
4.87%
Top 10 Holdings %
Top 10 Hldgs %
57.05%
Holding
175
New
5
Increased
72
Reduced
43
Closed
5
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$11.9M |
| 2 |
Vanguard Total Bond Market
BND
|
$6.17M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.33M |
| 4 |
Vanguard Value ETF
VTV
|
$3.64M |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
$2.62M |
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$9.14M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$2.6M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.78M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.64M |
| 5 |
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% |
