GC

Garde Capital Portfolio holdings

AUM $1.63B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$821M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$6.11M
3
+$3.51M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.14M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.9M

Top Sells

1
+$3.97M
2
+$2.13M
3
+$1.66M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.07M
5
TSLA icon
Tesla
TSLA
+$684K

Sector Composition

1 Technology 11.5%
2 Consumer Discretionary 3.19%
3 Communication Services 1.61%
4 Healthcare 0.84%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$173K 0.02%
+17,357
152
$171K 0.02%
+2,104
153
$170K 0.02%
+349
154
$170K 0.02%
+150
155
$167K 0.02%
+3,483
156
$166K 0.02%
+804
157
$160K 0.02%
+344
158
$159K 0.02%
+5,250
159
$156K 0.02%
+446
160
$155K 0.02%
+880
161
$153K 0.02%
+896
162
$153K 0.02%
+2,298
163
$147K 0.02%
+1,003
164
$146K 0.02%
+1,000
165
$145K 0.02%
+1,327
166
$135K 0.02%
+400
167
$134K 0.02%
+2,230
168
$129K 0.02%
+599
169
$128K 0.02%
+2,543
170
$125K 0.02%
+1,070
171
$125K 0.02%
+1,901
172
$124K 0.02%
+914
173
$123K 0.02%
+1,000
174
$123K 0.02%
+1,450
175
$121K 0.01%
+835
4 5 6
7
8