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
401
$19.7K ﹤0.01%
+100
402
$19.6K ﹤0.01%
+127
403
$19.5K ﹤0.01%
+600
404
$19.4K ﹤0.01%
+96
405
$18.9K ﹤0.01%
+305
406
$18.7K ﹤0.01%
+892
407
$18.6K ﹤0.01%
+1,493
408
$18.5K ﹤0.01%
+222
409
$18.1K ﹤0.01%
+2,545
410
$17.9K ﹤0.01%
+540
411
$17.9K ﹤0.01%
+267
412
$17.7K ﹤0.01%
+427
413
$17.6K ﹤0.01%
+283
414
$17.4K ﹤0.01%
+126
415
$16.9K ﹤0.01%
+465
416
$16.9K ﹤0.01%
+676
417
$16.8K ﹤0.01%
+398
418
$16.6K ﹤0.01%
+408
419
$16.4K ﹤0.01%
+100
420
$16.2K ﹤0.01%
+251
421
$15.8K ﹤0.01%
+279
422
$15.5K ﹤0.01%
+260
423
$15.4K ﹤0.01%
+130
424
$15.4K ﹤0.01%
+62
425
$15.4K ﹤0.01%
+200
15 16
17
18 19