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
$974M
AUM Growth
-$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$4.37M
3
+$4.3M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$4.2M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$4.03M

Top Sells

1
+$5.9M
2
+$3.32M
3
+$2.96M
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$2.64M
5
MSFT icon
Microsoft
MSFT
+$2.46M

Sector Composition

1 Technology 7.43%
2 Communication Services 3.52%
3 Consumer Discretionary 3.09%
4 Energy 0.78%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$105K 0.01%
770
227
$103K 0.01%
313
228
$100K 0.01%
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