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
301
$59K ﹤0.01%
+850
302
$57.1K ﹤0.01%
+100
303
$56.9K ﹤0.01%
+1,047
304
$56.4K ﹤0.01%
+2,760
305
$55.1K ﹤0.01%
+123
306
$55.1K ﹤0.01%
378
-737
307
$54K ﹤0.01%
+116
308
$53.6K ﹤0.01%
+2,401
309
$52.4K ﹤0.01%
+380
310
$52.3K ﹤0.01%
+79
311
$51.9K ﹤0.01%
+648
312
$51.8K ﹤0.01%
+382
313
$51.1K ﹤0.01%
+1,318
314
$50.2K ﹤0.01%
+551
315
$49.4K ﹤0.01%
+160
316
$48.7K ﹤0.01%
+296
317
$48.5K ﹤0.01%
+439
318
$47.9K ﹤0.01%
+2,109
319
$47.9K ﹤0.01%
+1,680
320
$46.4K ﹤0.01%
+657
321
$46.2K ﹤0.01%
+3,409
322
$46.2K ﹤0.01%
+371
323
$45.6K ﹤0.01%
+828
324
$45.6K ﹤0.01%
+6,936
325
$45.1K ﹤0.01%
+405
11 12
13
14 15