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
451
$11.8K ﹤0.01%
+328
452
$11.5K ﹤0.01%
+110
453
$11.5K ﹤0.01%
+1,249
454
$11.4K ﹤0.01%
+236
455
$11.3K ﹤0.01%
+235
456
$11.1K ﹤0.01%
+205
457
$11K ﹤0.01%
+229
458
$10.6K ﹤0.01%
+1,785
459
$10.4K ﹤0.01%
+100
460
$10.4K ﹤0.01%
+250
461
$10.1K ﹤0.01%
+37
462
$9.91K ﹤0.01%
+142
463
$9.87K ﹤0.01%
+200
464
$9.86K ﹤0.01%
+116
465
$9.73K ﹤0.01%
+89
466
$9.58K ﹤0.01%
+7,093
467
$9.28K ﹤0.01%
+316
468
$9.23K ﹤0.01%
+2,422
469
$8.96K ﹤0.01%
+80
470
$8.95K ﹤0.01%
+350
471
$8.85K ﹤0.01%
+2,385
472
$8.79K ﹤0.01%
+160
473
$8.78K ﹤0.01%
+200
474
$8.72K ﹤0.01%
+100
475
$8.59K ﹤0.01%
+148
17 18
19
20 21