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
376
$30.2K ﹤0.01%
+424
377
$29.7K ﹤0.01%
+975
378
$29.6K ﹤0.01%
+254
379
$29.6K ﹤0.01%
+612
380
$29.4K ﹤0.01%
+260
381
$29.4K ﹤0.01%
+6,484
382
$29.3K ﹤0.01%
+1,393
383
$28.8K ﹤0.01%
100
-400
384
$28.1K ﹤0.01%
+431
385
$26.8K ﹤0.01%
1,760
-1,853
386
$26.4K ﹤0.01%
+583
387
$26.4K ﹤0.01%
+595
388
$25.8K ﹤0.01%
+832
389
$25K ﹤0.01%
+198
390
$24.9K ﹤0.01%
+353
391
$24.4K ﹤0.01%
+713
392
$24K ﹤0.01%
+633
393
$23.5K ﹤0.01%
+1,548
394
$23.1K ﹤0.01%
+62
395
$22.8K ﹤0.01%
+276
396
$22.8K ﹤0.01%
+666
397
$22.3K ﹤0.01%
+823
398
$22K ﹤0.01%
+1,111
399
$20.2K ﹤0.01%
+107
400
$20.1K ﹤0.01%
+706
14 15
16
17 18