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
$1.02B
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.53M
3
+$2.53M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.09M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.88M

Top Sells

1
+$2.89M
2
+$1.12M
3
+$735K
4
TSLA icon
Tesla
TSLA
+$625K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$112K 0.01%
+434
227
$111K 0.01%
+532
228
$111K 0.01%
+1,300
229
$111K 0.01%
1,485
230
$111K 0.01%
+2,251
231
$108K 0.01%
+460
232
$108K 0.01%
646
233
$108K 0.01%
770
-141
234
$106K 0.01%
+457
235
$104K 0.01%
+2,203
236
$104K 0.01%
+621
237
$101K 0.01%
+1,214
238
– –
-10,091
239
– –
-1,200
240
– –
-916
241
– –
-1,867
242
– –
-2,432
243
– –
-1,690
244
– –
-3,562
245
– –
-1,621
246
– –
-388
247
– –
-1,625
6 7 8 9
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