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
$569M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$5.19M
3
+$2.87M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.26M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.05M

Top Sells

1
+$8.01M
2
+$6.69M
3
+$3.62M
4
VTV icon
Vanguard Value ETF
VTV
+$3.47M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.79M

Sector Composition

1 Technology 5.15%
2 Consumer Discretionary 1.96%
3 Communication Services 1.08%
4 Healthcare 0.55%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.22%
8,939
-22
52
$1.03M 0.18%
12,550
+116
53
$983K 0.17%
9,915
+1,826
54
$951K 0.17%
13,277
55
$919K 0.16%
14,749
+1,315
56
$873K 0.15%
9,028
+275
57
$863K 0.15%
7,537
+468
58
$846K 0.15%
9,718
+2,334
59
$792K 0.14%
14,815
-9,904
60
$786K 0.14%
45,275
-220
61
$765K 0.13%
18,892
+2,674
62
$742K 0.13%
4,976
-467
63
$737K 0.13%
6,354
64
$725K 0.13%
8,763
-506
65
$698K 0.12%
4,713
66
$698K 0.12%
17,018
-5,280
67
$696K 0.12%
12,684
-50,814
68
$660K 0.12%
18,885
-6,000
69
$651K 0.11%
4,116
-17
70
$580K 0.1%
6,933
71
$573K 0.1%
43,800
72
$569K 0.1%
8,413
-350
73
$556K 0.1%
6,079
74
$533K 0.09%
4,844
-113
75
$525K 0.09%
5,256
-343
1 2
3
4 5