GC
Garde Capital Portfolio holdings
AUM
$1.87B
This Quarter Return
+3.13%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$285M
AUM Growth
+$285M
(-9.1%)
Cap. Flow
-$36.1M
Cap. Flow
% of AUM
-12.69%
Top 10 Holdings %
Top 10 Hldgs %
61.02%
Holding
149
New
8
Increased
35
Reduced
52
Closed
41
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.32M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.09M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$3.29M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$2.93M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.94M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$4.1M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.04M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.87M |
| 4 |
iShares MSCI Canada ETF
EWC
|
$2.12M |
| 5 |
iShares MSCI China ETF
MCHI
|
$1.87M |
Sector Composition
| 1 | Technology | 2.5% |
| 2 | Consumer Discretionary | 1.44% |
| 3 | Healthcare | 0.71% |
| 4 | Consumer Staples | 0.63% |
| 5 | Industrials | 0.61% |
