GC

Garde Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$50.1M
3
+$47.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29.3M

Top Sells

1
+$4.16M
2
+$3.37M
3
+$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.4M 1.09%
283,555
-3,696
27
$16.7M 0.94%
629,057
+486
28
$16.5M 0.93%
35,086
-4,041
29
$16.1M 0.91%
268,264
-12,309
30
$14.8M 0.83%
748,768
-26,194
31
$11.8M 0.66%
60,571
-6,563
32
$11M 0.62%
59,062
-2,010
33
$10.4M 0.58%
41,235
-1,466
34
$10.1M 0.57%
+170,646
35
$8.94M 0.5%
+188,262
36
$8.84M 0.5%
142,028
-6,452
37
$8.18M 0.46%
296,536
-20,734
38
$8.02M 0.45%
51,883
-618
39
$7.71M 0.43%
25,132
-55
40
$7.62M 0.43%
48,753
+1
41
$7.18M 0.4%
107,399
+165
42
$7.04M 0.4%
+139,735
43
$6.89M 0.39%
+122,339
44
$6.5M 0.37%
18,004
-890
45
$6.38M 0.36%
108,224
-12,440
46
$5.64M 0.32%
+74,815
47
$5.51M 0.31%
9,844
-54
48
$5.35M 0.3%
9,276
+2,956
49
$5.33M 0.3%
86,605
-3,442
50
$5.33M 0.3%
50,932
+2,898
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