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
476
$8.55K ﹤0.01%
+182
477
$8.52K ﹤0.01%
+9
478
$8.51K ﹤0.01%
+250
479
$8.47K ﹤0.01%
+125
480
$8.39K ﹤0.01%
+20
481
$8.28K ﹤0.01%
+100
482
$7.8K ﹤0.01%
+1,110
483
$7.73K ﹤0.01%
+658
484
$7.69K ﹤0.01%
+117
485
$7.63K ﹤0.01%
+1,000
486
$7.62K ﹤0.01%
+763
487
$7.38K ﹤0.01%
+50
488
$7.34K ﹤0.01%
+50
489
$7.25K ﹤0.01%
+97
490
$7.22K ﹤0.01%
+93
491
$7.16K ﹤0.01%
+75
492
$6.98K ﹤0.01%
+2,390
493
$6.92K ﹤0.01%
+225
494
$6.84K ﹤0.01%
+65
495
$6.74K ﹤0.01%
+142
496
$6.72K ﹤0.01%
+304
497
$6.66K ﹤0.01%
+233
498
$6.65K ﹤0.01%
+620
499
$6.57K ﹤0.01%
+100
500
$6.55K ﹤0.01%
+405
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