GC
Garde Capital Portfolio holdings
AUM
$1.87B
1-Year Return
14.67%
This Quarter Return
+6.11%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$1.52B
AUM Growth
+$81.4M
(+5.7%)
Cap. Flow
-$9.44M
Cap. Flow
% of AUM
-0.62%
Top 10 Holdings %
Top 10 Hldgs %
56.22%
Holding
278
New
13
Increased
42
Reduced
90
Closed
13
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$1.34M |
| 2 |
Dimensional International Sustainability Core 1 ETF
DFSI
|
$802K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$680K |
| 4 |
TSMC
TSM
|
$637K |
| 5 |
Vanguard ESG International Stock ETF
VSGX
|
$466K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$10.7M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.58M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.5M |
| 4 |
Zillow
Z
|
$1.47M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.23M |
Sector Composition
| 1 | Technology | 6.88% |
| 2 | Communication Services | 3.45% |
| 3 | Consumer Discretionary | 2.22% |
| 4 | Financials | 0.63% |
| 5 | Healthcare | 0.43% |
