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
651
$877 ﹤0.01%
+5
652
$875 ﹤0.01%
+10
653
$868 ﹤0.01%
+35
654
$867 ﹤0.01%
+5
655
$839 ﹤0.01%
+30
656
$830 ﹤0.01%
+26
657
$802 ﹤0.01%
+5
658
$795 ﹤0.01%
+5
659
$782 ﹤0.01%
+15
660
$780 ﹤0.01%
+8
661
$773 ﹤0.01%
+5
662
$762 ﹤0.01%
+8
663
$754 ﹤0.01%
+60
664
$752 ﹤0.01%
+15
665
$746 ﹤0.01%
+5
666
$740 ﹤0.01%
+5
667
$739 ﹤0.01%
+5
668
$694 ﹤0.01%
+21
669
$672 ﹤0.01%
+5
670
$659 ﹤0.01%
+5
671
$657 ﹤0.01%
+5
672
$655 ﹤0.01%
+10
673
$635 ﹤0.01%
+84
674
$633 ﹤0.01%
+5
675
$617 ﹤0.01%
+4
25 26
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