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
$1.2B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$85.9M
2
+$54.6M
3
+$28.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.9M
5
VTV icon
Vanguard Value ETF
VTV
+$5.51M

Top Sells

1
+$634K
2
+$592K
3
+$529K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$486K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$473K

Sector Composition

1 Technology 6.93%
2 Communication Services 2.85%
3 Consumer Discretionary 2.6%
4 Healthcare 0.96%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.33M 0.69%
145,120
-716
27
$6.69M 0.56%
305,344
+2,290
28
$6.68M 0.56%
55,828
+398
29
$6.11M 0.51%
36,928
-162
30
$6.08M 0.51%
77,570
+55
31
$6.03M 0.5%
21,916
-425
32
$5.87M 0.49%
48,558
+100
33
$5.76M 0.48%
25,091
+35
34
$5.48M 0.46%
22,465
+13,895
35
$4.74M 0.39%
85,285
-147
36
$4.56M 0.38%
10,294
+1,028
37
$4.46M 0.37%
21,117
-2
38
$4.3M 0.36%
30,951
39
$3.95M 0.33%
39,873
+31
40
$3.88M 0.32%
38,965
-5,936
41
$3.73M 0.31%
14,242
+63
42
$3.19M 0.27%
89,775
+3,995
43
$3.05M 0.25%
57,346
-2,066
44
$2.94M 0.24%
59,655
+100
45
$2.85M 0.24%
8,366
-464
46
$2.36M 0.2%
+15,800
47
$2.31M 0.19%
+14,362
48
$2.2M 0.18%
4,080
49
$2.15M 0.18%
68,074
+2,057
50
$2.14M 0.18%
41,591
-2,601
1
2
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