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
326
$44.6K ﹤0.01%
+143
327
$43.9K ﹤0.01%
+516
328
$43.8K ﹤0.01%
+138
329
$43.2K ﹤0.01%
+1,183
330
$43.1K ﹤0.01%
+460
331
$43.1K ﹤0.01%
+750
332
$42.4K ﹤0.01%
+200
333
$41.9K ﹤0.01%
+105
334
$41.7K ﹤0.01%
+171
335
$40.9K ﹤0.01%
+1,980
336
$40.7K ﹤0.01%
+405
337
$40.2K ﹤0.01%
+185
338
$39.8K ﹤0.01%
+2,800
339
$39.2K ﹤0.01%
+1,891
340
$38.9K ﹤0.01%
+632
341
$38K ﹤0.01%
+1,025
342
$37.7K ﹤0.01%
+125
343
$37.1K ﹤0.01%
+337
344
$36.9K ﹤0.01%
+600
345
$36.8K ﹤0.01%
+306
346
$36.7K ﹤0.01%
+150
347
$36.5K ﹤0.01%
+1,046
348
$36.3K ﹤0.01%
+278
349
$36.3K ﹤0.01%
+137
350
$36K ﹤0.01%
+324
12 13
14
15 16