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
251
$104K 0.01%
210
252
$102K 0.01%
+1,242
253
$101K 0.01%
1,348
254
$100K 0.01%
1,246
-2,886
255
$97.3K 0.01%
+940
256
$96.8K 0.01%
+1,587
257
$96.6K 0.01%
2,109
258
$95.5K 0.01%
600
+65
259
$94K 0.01%
+936
260
$94K 0.01%
+947
261
$93.6K 0.01%
+1,134
262
$93.6K 0.01%
+2,495
263
$93.4K 0.01%
+1,754
264
$90.5K 0.01%
+275
265
$90.3K 0.01%
+165
266
$89.5K 0.01%
+4,472
267
$89.5K 0.01%
+3,525
268
$89.4K 0.01%
+1,800
269
$88.7K 0.01%
+2,672
270
$88.5K 0.01%
+650
271
$86.1K ﹤0.01%
+2,047
272
$86K ﹤0.01%
+562
273
$81.8K ﹤0.01%
+4,835
274
$81.2K ﹤0.01%
615
-400
275
$78.7K ﹤0.01%
+3,234
9 10
11
12 13