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
676
$607 ﹤0.01%
+5
677
$604 ﹤0.01%
+27
678
$598 ﹤0.01%
+5
679
$584 ﹤0.01%
+5
680
$571 ﹤0.01%
+5
681
$567 ﹤0.01%
+5
682
$565 ﹤0.01%
+7
683
$560 ﹤0.01%
+10
684
$554 ﹤0.01%
+15
685
$531 ﹤0.01%
+8
686
$524 ﹤0.01%
+2
687
$524 ﹤0.01%
+10
688
$523 ﹤0.01%
+1,000
689
$520 ﹤0.01%
+5
690
$505 ﹤0.01%
+10
691
$502 ﹤0.01%
+5
692
$501 ﹤0.01%
+5
693
$491 ﹤0.01%
+5
694
$491 ﹤0.01%
+100
695
$484 ﹤0.01%
+10
696
$484 ﹤0.01%
+500
697
$478 ﹤0.01%
+25
698
$477 ﹤0.01%
+5
699
$464 ﹤0.01%
+5
700
$463 ﹤0.01%
+5
26 27
28
29 30