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
$1.02B
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.53M
3
+$2.53M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.09M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.88M

Top Sells

1
+$2.89M
2
+$1.12M
3
+$735K
4
TSLA icon
Tesla
TSLA
+$625K
5
AAPL icon
Apple
AAPL
+$487K

Sector Composition

1 Technology 8.44%
2 Communication Services 3.82%
3 Consumer Discretionary 3.15%
4 Healthcare 0.82%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.31M 0.62%
17,901
-1,773
27
$6.13M 0.6%
105,347
+31,075
28
$5.93M 0.58%
19,423
-349
29
$5.33M 0.52%
83,491
+64,585
30
$5.13M 0.5%
92,404
-5,073
31
$5.02M 0.49%
42,920
-1,602
32
$4.34M 0.42%
9,136
+14
33
$4.22M 0.41%
53,121
+12,171
34
$4.21M 0.41%
47,921
+90
35
$3.99M 0.39%
45,702
+40,500
36
$3.7M 0.36%
59,455
+300
37
$3.47M 0.34%
29,943
+744
38
$2.9M 0.28%
46,689
+9,029
39
$2.75M 0.27%
12,458
+80
40
$2.49M 0.24%
4,380
-10
41
$2.48M 0.24%
32,556
+5,160
42
$2.45M 0.24%
128,964
-4,692
43
$2.33M 0.23%
7,792
+14
44
$2.31M 0.23%
8,745
-3
45
$2.12M 0.21%
13,277
46
$2.06M 0.2%
26,610
-470
47
$2.01M 0.2%
17,316
+42
48
$1.99M 0.19%
32,482
-2,549
49
$1.86M 0.18%
15,835
+2,049
50
$1.79M 0.17%
42,599
-11,367
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