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
551
$3.1K ﹤0.01%
+180
552
$3.04K ﹤0.01%
+5
553
$2.93K ﹤0.01%
+15
554
$2.9K ﹤0.01%
+5
555
$2.83K ﹤0.01%
+5
556
$2.81K ﹤0.01%
+23
557
$2.72K ﹤0.01%
+20
558
$2.65K ﹤0.01%
+33
559
$2.65K ﹤0.01%
+10
560
$2.62K ﹤0.01%
+40
561
$2.57K ﹤0.01%
+45
562
$2.52K ﹤0.01%
+48
563
$2.51K ﹤0.01%
+67
564
$2.42K ﹤0.01%
+5
565
$2.42K ﹤0.01%
+5
566
$2.36K ﹤0.01%
+2,000
567
$2.25K ﹤0.01%
+20
568
$2.19K ﹤0.01%
+5
569
$2.17K ﹤0.01%
+5
570
$2.15K ﹤0.01%
+20
571
$2.15K ﹤0.01%
+37
572
$2.13K ﹤0.01%
+126
573
$2.11K ﹤0.01%
+20
574
$2.11K ﹤0.01%
+25
575
$2.06K ﹤0.01%
+10
21 22
23
24 25