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
$1.02B
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.53M
3
+$2.53M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.09M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.88M

Top Sells

1
+$2.89M
2
+$1.12M
3
+$735K
4
TSLA icon
Tesla
TSLA
+$625K
5
AAPL icon
Apple
AAPL
+$487K

Sector Composition

1 Technology 8.44%
2 Communication Services 3.82%
3 Consumer Discretionary 3.15%
4 Healthcare 0.82%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.17%
5,118
-682
52
$1.7M 0.17%
32,605
+2,255
53
$1.66M 0.16%
9,071
-8
54
$1.62M 0.16%
9,722
+50
55
$1.58M 0.15%
25,784
+2,275
56
$1.52M 0.15%
43,500
57
$1.51M 0.15%
6,779
+5
58
$1.43M 0.14%
6,933
59
$1.28M 0.13%
4,374
+181
60
$1.28M 0.12%
6,342
-310
61
$1.27M 0.12%
7,054
-170
62
$1.12M 0.11%
28,086
-10,966
63
$1.11M 0.11%
6,634
64
$1.11M 0.11%
18,520
+881
65
$1.07M 0.1%
17,800
-5,010
66
$1.04M 0.1%
13,221
+304
67
$1.03M 0.1%
38,984
68
$1.02M 0.1%
5,969
+100
69
$1.02M 0.1%
6,125
-8
70
$977K 0.1%
4,728
+4
71
$968K 0.09%
3,634
+3
72
$952K 0.09%
5,049
+46
73
$943K 0.09%
32,080
+960
74
$894K 0.09%
5,467
75
$892K 0.09%
20,821
-1,836
1 2
3
4 5