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
$833M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.64M
3
+$1.49M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.05M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$978K

Top Sells

1
+$1.54M
2
+$1.32M
3
+$1.1M
4
VTV icon
Vanguard Value ETF
VTV
+$1.01M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$866K

Sector Composition

1 Technology 6.39%
2 Communication Services 2.86%
3 Consumer Discretionary 2.3%
4 Healthcare 0.9%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.19%
8,981
+2,167
52
$1.42M 0.17%
16,880
+215
53
$1.27M 0.15%
14,655
-146
54
$1.25M 0.15%
26,668
+83
55
$1.21M 0.14%
43,500
56
$1.19M 0.14%
6,933
57
$1.17M 0.14%
27,292
+816
58
$1.15M 0.14%
4,811
59
$1.13M 0.14%
7,418
-44
60
$1.11M 0.13%
9,478
+34
61
$1.03M 0.12%
26,178
+9,167
62
$1.02M 0.12%
9,260
+159
63
$949K 0.11%
1,850
64
$932K 0.11%
+16,906
65
$906K 0.11%
25,942
+1,946
66
$891K 0.11%
26,598
67
$866K 0.1%
27,942
-20,000
68
$834K 0.1%
5,049
69
$826K 0.1%
3,852
-298
70
$791K 0.1%
3,012
71
$789K 0.09%
22,820
72
$775K 0.09%
11,813
-144
73
$759K 0.09%
30,690
-7,352
74
$754K 0.09%
+9,245
75
$754K 0.09%
4,974
+137
1 2
3
4 5