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
$822M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$3.98M
3
+$3.41M
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.92M

Top Sells

1
+$5.45M
2
+$2.03M
3
+$2.01M
4
CVX icon
Chevron
CVX
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Sector Composition

1 Technology 6.92%
2 Communication Services 3.13%
3 Consumer Discretionary 2.5%
4 Financials 0.85%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.18%
29,594
+12,615
52
$1.16M 0.14%
9,099
53
$1.15M 0.14%
6,800
-52
54
$1.14M 0.14%
43,500
55
$1.14M 0.14%
6,748
+538
56
$1.1M 0.13%
27,406
-3,762
57
$965K 0.12%
9,444
+41
58
$962K 0.12%
6,634
59
$956K 0.12%
6,933
60
$918K 0.11%
6,712
+40
61
$893K 0.11%
1,850
62
$860K 0.1%
4,811
+83
63
$856K 0.1%
4,150
-27
64
$856K 0.1%
3,634
65
$840K 0.1%
26,598
-1
66
$822K 0.1%
38,984
67
$818K 0.1%
39,991
+876
68
$813K 0.1%
5,039
-532
69
$785K 0.1%
21,720
-1,211
70
$779K 0.09%
15,594
-7,925
71
$776K 0.09%
5,049
-19
72
$773K 0.09%
12,364
-981
73
$768K 0.09%
5,642
-386
74
$742K 0.09%
22,635
75
$733K 0.09%
3,012
+77
1 2
3
4 5