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
$1.52B
AUM Growth
+$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$802K
3
+$680K
4
TSM icon
TSMC
TSM
+$637K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$466K

Top Sells

1
+$10.7M
2
+$1.58M
3
+$1.5M
4
Z icon
Zillow
Z
+$1.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.23M

Sector Composition

1 Technology 6.88%
2 Communication Services 3.45%
3 Consumer Discretionary 2.22%
4 Financials 0.63%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.95M 0.65%
340,834
-32,637
27
$9.9M 0.65%
148,679
-2,599
28
$8.86M 0.58%
53,440
+645
29
$8.63M 0.57%
139,318
-487
30
$8.28M 0.54%
26,322
-70
31
$8.2M 0.54%
133,335
+7,575
32
$7.99M 0.53%
47,792
-139
33
$7.11M 0.47%
18,928
-125
34
$6.43M 0.42%
53,421
-266
35
$6.13M 0.4%
50,494
-7,278
36
$6.11M 0.4%
92,692
-7,341
37
$6.09M 0.4%
236,592
-19,396
38
$5.68M 0.37%
9,900
-270
39
$5.64M 0.37%
48,266
-2,679
40
$5.34M 0.35%
28,013
41
$4.84M 0.32%
17,694
-512
42
$4.79M 0.31%
56,870
+97
43
$4.28M 0.28%
9,291
-130
44
$3.95M 0.26%
19,126
-1,550
45
$3.57M 0.23%
18,097
46
$3.51M 0.23%
3,954
+162
47
$3.22M 0.21%
24,405
48
$3.19M 0.21%
5,571
-2,760
49
$2.83M 0.19%
79,283
+22,432
50
$2.51M 0.16%
43,550
1
2
3 4 5