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
276
$77.6K ﹤0.01%
+425
277
$76.5K ﹤0.01%
+570
278
$74.4K ﹤0.01%
352
-112
279
$74.1K ﹤0.01%
1,652
-3,172
280
$73.8K ﹤0.01%
1,500
-54
281
$73.6K ﹤0.01%
+890
282
$73.5K ﹤0.01%
+880
283
$70.2K ﹤0.01%
+2,316
284
$70.2K ﹤0.01%
+199
285
$69K ﹤0.01%
+1,268
286
$68.8K ﹤0.01%
+958
287
$67.4K ﹤0.01%
+917
288
$66.5K ﹤0.01%
+1,056
289
$66.3K ﹤0.01%
+1,713
290
$66.2K ﹤0.01%
+1,420
291
$65.9K ﹤0.01%
+1,130
292
$65.3K ﹤0.01%
+1,561
293
$65.1K ﹤0.01%
+682
294
$63.5K ﹤0.01%
+2,525
295
$63.5K ﹤0.01%
+757
296
$62.2K ﹤0.01%
+434
297
$61.9K ﹤0.01%
+3,819
298
$61.1K ﹤0.01%
+355
299
$60.6K ﹤0.01%
+880
300
$59K ﹤0.01%
3,175
-3,460
10 11
12
13 14