GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$642M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.62M
3
+$3.08M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M

Top Sells

1
+$3.06M
2
+$351K
3
+$296K
4
VZ icon
Verizon
VZ
+$291K
5
ABBV icon
AbbVie
ABBV
+$274K

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 2.07%
3 Communication Services 1.31%
4 Financials 0.56%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.23%
8,961
52
$1.46M 0.23%
24,873
53
$1.24M 0.19%
4,313
-363
54
$1.15M 0.18%
6,431
+1,392
55
$1.07M 0.17%
7,073
56
$1.05M 0.16%
21,133
-1,350
57
$1.04M 0.16%
8,129
-29
58
$1.02M 0.16%
13,277
59
$1.01M 0.16%
8,871
+72
60
$1M 0.16%
12,434
+272
61
$983K 0.15%
20,063
-193
62
$891K 0.14%
9,492
-380
63
$857K 0.13%
45,275
64
$816K 0.13%
8,938
+336
65
$808K 0.13%
4,194
-78
66
$794K 0.12%
6,287
-300
67
$781K 0.12%
6,713
+325
68
$771K 0.12%
22,913
+16,588
69
$745K 0.12%
44,300
70
$726K 0.11%
47,875
71
$719K 0.11%
6,077
+147
72
$713K 0.11%
11,700
-99
73
$674K 0.11%
6,933
74
$660K 0.1%
39,879
+80
75
$646K 0.1%
8,470
1 2
3
4 5