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
601
$1.49K ﹤0.01%
+5
602
$1.43K ﹤0.01%
+96
603
$1.42K ﹤0.01%
+30
604
$1.41K ﹤0.01%
+10
605
$1.41K ﹤0.01%
+19
606
$1.4K ﹤0.01%
+15
607
$1.4K ﹤0.01%
+265
608
$1.4K ﹤0.01%
+55
609
$1.38K ﹤0.01%
+1
610
$1.38K ﹤0.01%
+1,316
611
$1.38K ﹤0.01%
+25
612
$1.38K ﹤0.01%
+11
613
$1.37K ﹤0.01%
+20
614
$1.36K ﹤0.01%
+5
615
$1.35K ﹤0.01%
+5
616
$1.34K ﹤0.01%
+5
617
$1.31K ﹤0.01%
+20
618
$1.28K ﹤0.01%
+10
619
$1.28K ﹤0.01%
+35
620
$1.27K ﹤0.01%
+100
621
$1.22K ﹤0.01%
+15
622
$1.22K ﹤0.01%
+20
623
$1.22K ﹤0.01%
+15
624
$1.19K ﹤0.01%
+10
625
$1.17K ﹤0.01%
+35
23 24
25
26 27