GC
Garde Capital Portfolio holdings
AUM
$1.87B
1-Year Return
14.67%
This Quarter Return
+6.46%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$1.02B
AUM Growth
+$55.3M
(+5.7%)
Cap. Flow
-$7.41M
Cap. Flow
% of AUM
-0.73%
Top 10 Holdings %
Top 10 Hldgs %
57.7%
Holding
304
New
27
Increased
110
Reduced
68
Closed
18
Top Buys
| 1 |
iShares Core MSCI Pacific ETF
IPAC
|
$4.12M |
| 2 |
Oracle
ORCL
|
$3.53M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$2.53M |
| 4 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$2.09M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.88M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$2.89M |
| 2 |
Vanguard FTSE Pacific ETF
VPL
|
$1.12M |
| 3 |
Microsoft
MSFT
|
$735K |
| 4 |
Tesla
TSLA
|
$625K |
| 5 |
Apple
AAPL
|
$487K |
Sector Composition
| 1 | Technology | 8.44% |
| 2 | Communication Services | 3.82% |
| 3 | Consumer Discretionary | 3.15% |
| 4 | Healthcare | 0.82% |
| 5 | Financials | 0.77% |
