GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$642M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.62M
3
+$3.08M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M

Top Sells

1
+$3.06M
2
+$351K
3
+$296K
4
VZ icon
Verizon
VZ
+$291K
5
ABBV icon
AbbVie
ABBV
+$274K

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 2.07%
3 Communication Services 1.31%
4 Financials 0.56%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.69M 0.73%
447,000
+8,472
27
$4.53M 0.71%
284,038
-5,706
28
$4.35M 0.68%
38,134
-767
29
$3.52M 0.55%
22,055
-40
30
$3.31M 0.52%
35,413
-460
31
$3.31M 0.52%
106,143
+4,651
32
$3.28M 0.51%
53,780
+39,280
33
$3.26M 0.51%
53,460
+37,480
34
$3.15M 0.49%
50,928
-214
35
$3.08M 0.48%
+20,782
36
$2.83M 0.44%
119,868
-3,122
37
$2.62M 0.41%
8,820
+1
38
$2.42M 0.38%
27,307
+679
39
$2.37M 0.37%
200,586
+6,774
40
$2.17M 0.34%
80,480
-504
41
$2.06M 0.32%
5,418
+461
42
$2.05M 0.32%
117,436
+768
43
$1.75M 0.27%
12,857
-289
44
$1.67M 0.26%
26,036
45
$1.66M 0.26%
29,502
-2,367
46
$1.62M 0.25%
8,580
47
$1.53M 0.24%
29,724
+462
48
$1.53M 0.24%
7,345
-958
49
$1.51M 0.24%
24,648
-549
50
$1.51M 0.24%
23,149
-352
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