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
$821M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$6.46M
3
+$3.63M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.26M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.03M

Top Sells

1
+$3.97M
2
+$2.26M
3
+$1.77M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.07M
5
TSLA icon
Tesla
TSLA
+$943K

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
$175K 0.02%
+8,061
152
$173K 0.02%
+17,357
153
$171K 0.02%
+2,104
154
$170K 0.02%
+349
155
$170K 0.02%
+150
156
$167K 0.02%
+3,483
157
$166K 0.02%
+804
158
$160K 0.02%
+344
159
$159K 0.02%
+5,250
160
$156K 0.02%
+446
161
$155K 0.02%
+880
162
$153K 0.02%
+896
163
$153K 0.02%
+2,298
164
$147K 0.02%
+1,003
165
$146K 0.02%
+1,000
166
$145K 0.02%
+1,327
167
$135K 0.02%
+400
168
$134K 0.02%
+2,230
169
$129K 0.02%
+599
170
$128K 0.02%
+2,543
171
$125K 0.02%
+1,070
172
$125K 0.02%
+1,901
173
$124K 0.02%
+914
174
$123K 0.02%
+1,000
175
$123K 0.02%
+1,450
4 5 6
7
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