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
-$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.8M
3
+$3.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.24M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.24M

Top Sells

1
+$4.39M
2
+$441K
3
+$382K
4
CRM icon
Salesforce
CRM
+$257K
5
T icon
AT&T
T
+$188K

Sector Composition

1 Technology 7.53%
2 Communication Services 4.52%
3 Consumer Discretionary 3.15%
4 Healthcare 0.83%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.42M 0.56%
19,772
-56
27
$5.24M 0.54%
59,155
+31
28
$5.09M 0.53%
19,674
+1,884
29
$5.08M 0.53%
97,477
+94
30
$4.91M 0.51%
44,522
+141
31
$4.16M 0.43%
74,272
+728
32
$3.92M 0.4%
9,122
+140
33
$3.83M 0.4%
47,831
-4,767
34
$3.73M 0.39%
29,199
-34,370
35
$3.21M 0.33%
40,950
+4,004
36
$2.49M 0.26%
12,378
-710
37
$2.42M 0.25%
53,966
-1,582
38
$2.33M 0.24%
37,660
-532
39
$2.32M 0.24%
133,656
-4,164
40
$2.12M 0.22%
7,778
+43
41
$2.11M 0.22%
8,748
-34
42
$2.09M 0.22%
13,277
43
$2.06M 0.21%
35,031
-35
44
$2M 0.21%
27,080
45
$1.97M 0.2%
4,390
+165
46
$1.97M 0.2%
5,800
+282
47
$1.79M 0.19%
27,396
+4,391
48
$1.78M 0.18%
30,350
-2,748
49
$1.77M 0.18%
17,274
-9
50
$1.62M 0.17%
39,052
+20,391
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