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
$967M
AUM Growth
-$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.8M
3
+$3.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.24M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.24M

Top Sells

1
+$4.39M
2
+$441K
3
+$382K
4
CRM icon
Salesforce
CRM
+$257K
5
T icon
AT&T
T
+$188K

Sector Composition

1 Technology 7.53%
2 Communication Services 4.52%
3 Consumer Discretionary 3.15%
4 Healthcare 0.83%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.16%
43,500
52
$1.48M 0.15%
6,774
-22
53
$1.46M 0.15%
6,652
-632
54
$1.43M 0.15%
23,509
+5,956
55
$1.41M 0.15%
9,672
-2
56
$1.4M 0.14%
13,786
-156
57
$1.39M 0.14%
22,810
+600
58
$1.27M 0.13%
18,906
59
$1.23M 0.13%
4,193
60
$1.22M 0.13%
64,966
-9,191
61
$1.18M 0.12%
7,224
+170
62
$1.17M 0.12%
9,079
-7
63
$1.17M 0.12%
22,657
+990
64
$1.14M 0.12%
6,933
65
$1.09M 0.11%
17,639
66
$1.05M 0.11%
19,660
+1,919
67
$1.04M 0.11%
6,634
-26
68
$1.01M 0.1%
12,917
-12
69
$983K 0.1%
6,133
+1,020
70
$964K 0.1%
5,869
+2,143
71
$962K 0.1%
5,003
+250
72
$914K 0.09%
33,439
+344
73
$907K 0.09%
4,724
74
$898K 0.09%
3,631
+967
75
$890K 0.09%
38,984
-242
1 2
3
4 5