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
701
$460 ﹤0.01%
+5
702
$434 ﹤0.01%
+5
703
$402 ﹤0.01%
+35
704
$400 ﹤0.01%
+17
705
$394 ﹤0.01%
+5
706
$392 ﹤0.01%
+15
707
$391 ﹤0.01%
+20
708
$388 ﹤0.01%
+20
709
$386 ﹤0.01%
+5
710
$380 ﹤0.01%
+5
711
$380 ﹤0.01%
+20
712
$380 ﹤0.01%
+15
713
$344 ﹤0.01%
+5
714
$331 ﹤0.01%
+10
715
$330 ﹤0.01%
+5
716
$329 ﹤0.01%
+10
717
$326 ﹤0.01%
+12
718
$320 ﹤0.01%
+5
719
$313 ﹤0.01%
+22
720
$304 ﹤0.01%
+20
721
$296 ﹤0.01%
+15
722
$292 ﹤0.01%
+5
723
$291 ﹤0.01%
+6
724
$289 ﹤0.01%
+5
725
$287 ﹤0.01%
+35
27 28
29
30 31