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
526
$4.27K ﹤0.01%
+125
527
$4.12K ﹤0.01%
+18
528
$4.11K ﹤0.01%
+100
529
$3.97K ﹤0.01%
+15
530
$3.87K ﹤0.01%
+50
531
$3.86K ﹤0.01%
+95
532
$3.84K ﹤0.01%
+50
533
$3.79K ﹤0.01%
+35
534
$3.74K ﹤0.01%
+119
535
$3.58K ﹤0.01%
+30
536
$3.56K ﹤0.01%
+100
537
$3.52K ﹤0.01%
+45
538
$3.49K ﹤0.01%
+238
539
$3.47K ﹤0.01%
+14
540
$3.46K ﹤0.01%
+125
541
$3.46K ﹤0.01%
+10
542
$3.44K ﹤0.01%
+500
543
$3.41K ﹤0.01%
+20
544
$3.41K ﹤0.01%
+23
545
$3.4K ﹤0.01%
+5
546
$3.31K ﹤0.01%
+150
547
$3.29K ﹤0.01%
+50
548
$3.17K ﹤0.01%
+5
549
$3.16K ﹤0.01%
+20
550
$3.13K ﹤0.01%
+5
20 21
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