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
$822M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$3.98M
3
+$3.41M
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.92M

Top Sells

1
+$5.45M
2
+$2.03M
3
+$2.01M
4
CVX icon
Chevron
CVX
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Sector Composition

1 Technology 6.92%
2 Communication Services 3.13%
3 Consumer Discretionary 2.5%
4 Financials 0.85%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.36M 0.65%
103,149
+62,977
27
$5.33M 0.65%
48,780
+100
28
$5.04M 0.61%
25,600
-1,540
29
$4.2M 0.51%
31,213
-72
30
$3.74M 0.46%
22,658
-3,530
31
$3.58M 0.44%
38,705
+15,660
32
$3.42M 0.42%
51,482
+799
33
$3.39M 0.41%
15,114
-1,221
34
$3.37M 0.41%
8,932
-73
35
$3.2M 0.39%
52,653
+10,388
36
$3.13M 0.38%
40,987
-3,792
37
$3.13M 0.38%
99,347
+24,163
38
$2.96M 0.36%
44,222
+42,390
39
$2.92M 0.35%
59,439
+15,271
40
$2.22M 0.27%
8,118
-67
41
$1.97M 0.24%
11,444
-382
42
$1.89M 0.23%
59,255
-100
43
$1.83M 0.22%
123,267
-858
44
$1.82M 0.22%
3,806
-505
45
$1.81M 0.22%
8,708
-23
46
$1.65M 0.2%
51,152
+3,191
47
$1.63M 0.2%
44,901
+41,216
48
$1.58M 0.19%
13,277
49
$1.54M 0.19%
16,765
-295
50
$1.47M 0.18%
47,942
-1,400
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