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
$967M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$6.59M
3
+$3.18M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.98M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.9M

Top Sells

1
+$2.61M
2
+$1.07M
3
+$724K
4
JWN
Nordstrom
JWN
+$348K
5
RSI icon
Rush Street Interactive
RSI
+$309K

Sector Composition

1 Technology 6.6%
2 Communication Services 5.75%
3 Consumer Discretionary 3.05%
4 Healthcare 0.87%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.52M 0.67%
26,703
-983
27
$5.97M 0.62%
47,620
+1,700
28
$5.38M 0.56%
19,828
+1,214
29
$5.25M 0.54%
97,383
+87
30
$4.96M 0.51%
44,381
+76
31
$4.21M 0.44%
73,544
+2,298
32
$4.21M 0.43%
52,598
-2,302
33
$4.03M 0.42%
17,790
+2,079
34
$3.85M 0.4%
8,982
+48
35
$2.92M 0.3%
36,946
+12,577
36
$2.78M 0.29%
55,548
-1,519
37
$2.63M 0.27%
13,088
-95
38
$2.45M 0.25%
38,192
-1,078
39
$2.39M 0.25%
137,820
-2,502
40
$2.21M 0.23%
35,066
-200
41
$2.15M 0.22%
7,735
-9
42
$2.13M 0.22%
8,782
+7
43
$2.06M 0.21%
27,080
44
$2M 0.21%
33,098
+22
45
$1.96M 0.2%
13,277
46
$1.92M 0.2%
5,518
+1,995
47
$1.76M 0.18%
17,283
-3
48
$1.75M 0.18%
7,284
+134
49
$1.67M 0.17%
4,225
+26
50
$1.56M 0.16%
6,796
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2
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