GC

Garde Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$50.1M
3
+$47.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29.3M

Top Sells

1
+$4.16M
2
+$3.37M
3
+$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$133K 0.01%
610
-6
227
$132K 0.01%
913
-10
228
$132K 0.01%
2,143
-399
229
$129K 0.01%
2,592
+2
230
$128K 0.01%
1,410
231
$127K 0.01%
2,916
-188
232
$126K 0.01%
3,812
+450
233
$126K 0.01%
1,297
234
$126K 0.01%
2,531
235
$126K 0.01%
624
236
$125K 0.01%
1,107
237
$124K 0.01%
535
+1
238
$121K 0.01%
2,000
239
$120K 0.01%
+4,836
240
$116K 0.01%
+1,462
241
$114K 0.01%
627
+17
242
$113K 0.01%
1,135
243
$113K 0.01%
360
-17
244
$110K 0.01%
433
245
$110K 0.01%
+2,779
246
$109K 0.01%
+2,373
247
$109K 0.01%
1,207
248
$108K 0.01%
+2,304
249
$107K 0.01%
867
-436
250
$105K 0.01%
1,077
-8
8 9
10
11 12