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
$1.43B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.94M
3
+$8.66M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$6.22M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.01M

Top Sells

1
+$5.3M
2
+$4.64M
3
+$2.25M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.29M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.01M

Sector Composition

1 Technology 6.69%
2 Communication Services 2.44%
3 Consumer Discretionary 2.4%
4 Financials 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.59M 0.67%
166,153
+1,935
27
$9.56M 0.67%
150,979
+1,079
28
$9.46M 0.66%
193,907
-7,492
29
$8.1M 0.57%
53,675
-3,095
30
$7.61M 0.53%
26,414
-46
31
$7.32M 0.51%
48,072
-1,111
32
$7.24M 0.51%
125,959
+29,833
33
$6.9M 0.48%
280,424
-13,078
34
$6.53M 0.46%
19,361
-222
35
$6.17M 0.43%
55,880
-5,324
36
$5.93M 0.41%
54,337
-48,512
37
$5.78M 0.4%
19,200
-453
38
$5.41M 0.38%
10,336
+290
39
$5.05M 0.35%
28,013
-1,244
40
$4.51M 0.32%
56,501
-28,219
41
$4.43M 0.31%
48,990
-1,780
42
$3.98M 0.28%
9,463
+847
43
$3.38M 0.24%
20,726
-1,500
44
$3.38M 0.24%
18,097
-595
45
$3.08M 0.22%
4,208
+205
46
$2.93M 0.2%
32,081
-6,942
47
$2.88M 0.2%
24,588
-260
48
$2.88M 0.2%
60,072
+600
49
$2.61M 0.18%
33,892
-20
50
$2.53M 0.18%
43,550
1
2
3 4 5