GC

Garde Capital Portfolio holdings

AUM $1.63B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
+$4.25M
2
+$3.8M
3
+$2.38M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.02M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.93M

Top Sells

1
+$2.82M
2
+$1.15M
3
+$709K
4
TSLA icon
Tesla
TSLA
+$595K
5
UBER icon
Uber
UBER
+$490K

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
$111K 0.01%
+1,300
227
$111K 0.01%
1,485
228
$111K 0.01%
+2,251
229
$108K 0.01%
+460
230
$108K 0.01%
646
231
$108K 0.01%
770
-141
232
$106K 0.01%
+457
233
$104K 0.01%
+2,203
234
$104K 0.01%
+621
235
$101K 0.01%
+1,214
236
– –
-10,091
237
– –
-1,200
238
– –
-916
239
– –
-1,867
240
– –
-2,432
241
– –
-1,690
242
– –
-3,562
243
– –
-1,621
244
– –
-388
245
– –
-1,625
6 7 8 9
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