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
$1.52B
AUM Growth
+$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$802K
3 +$680K
4
TSM icon
TSMC
TSM
+$637K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$466K

Top Sells

1 +$10.7M
2 +$1.58M
3 +$1.5M
4
Z icon
Zillow
Z
+$1.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.23M

Sector Composition

1 Technology 6.88%
2 Communication Services 3.45%
3 Consumer Discretionary 2.22%
4 Financials 0.63%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-261
227
-362
228
-1,788
229
-394
230
-3,911
231
-4,079