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
501
$6.48K ﹤0.01%
+90
502
$6.46K ﹤0.01%
+250
503
$6.28K ﹤0.01%
+550
504
$5.93K ﹤0.01%
+500
505
$5.78K ﹤0.01%
+400
506
$5.71K ﹤0.01%
+100
507
$5.7K ﹤0.01%
+470
508
$5.58K ﹤0.01%
+126
509
$5.55K ﹤0.01%
+118
510
$5.53K ﹤0.01%
+9
511
$5.46K ﹤0.01%
+70
512
$5.42K ﹤0.01%
+112
513
$5.39K ﹤0.01%
+60
514
$5.38K ﹤0.01%
+303
515
$5.18K ﹤0.01%
+100
516
$5.17K ﹤0.01%
+125
517
$4.85K ﹤0.01%
+77
518
$4.84K ﹤0.01%
+1,700
519
$4.78K ﹤0.01%
+20
520
$4.71K ﹤0.01%
+115
521
$4.68K ﹤0.01%
+160
522
$4.61K ﹤0.01%
+1
523
$4.46K ﹤0.01%
+1,182
524
$4.4K ﹤0.01%
+22
525
$4.4K ﹤0.01%
+168
19 20
21
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