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
$1.43B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.57M
3
+$8.33M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$5.93M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.86M

Top Sells

1
+$5.05M
2
+$4.36M
3
+$2.16M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.26M
5
AAPL icon
Apple
AAPL
+$1M

Sector Composition

1 Technology 6.69%
2 Communication Services 2.44%
3 Consumer Discretionary 2.4%
4 Financials 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$113K 0.01%
1,135
227
$112K 0.01%
+310
228
$111K 0.01%
+377
229
$111K 0.01%
1,107
230
$109K 0.01%
1,297
231
$109K 0.01%
2,000
232
$106K 0.01%
+1,266
233
$101K 0.01%
+2,366
234
– –
-984
235
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-1,142
236
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-458
237
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-148
238
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-1,631
239
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-4,045
240
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-1,608
241
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-577
242
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-4,221
243
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-222
244
– –
-2,500
245
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-740
246
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-1,800
247
– –
-1,620
248
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-2,219
249
– –
-1,900
250
– –
-1,800
7 8 9
10
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