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
$911M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.98M
3
+$1.82M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$951K
5
VTV icon
Vanguard Value ETF
VTV
+$873K

Top Sells

1
+$335K
2
+$273K
3
+$252K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$191K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$188K

Sector Composition

1 Technology 7.42%
2 Communication Services 3.31%
3 Consumer Discretionary 2.81%
4 Healthcare 0.78%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 0.19%
19,959
+10,714
52
$1.63M 0.18%
9,114
+133
53
$1.57M 0.17%
15,655
+1,000
54
$1.49M 0.16%
43,500
55
$1.46M 0.16%
17,189
+309
56
$1.35M 0.15%
10,995
+1,517
57
$1.3M 0.14%
26,668
58
$1.17M 0.13%
36,965
+6,275
59
$1.16M 0.13%
9,107
-153
60
$1.16M 0.13%
25,707
-471
61
$1.13M 0.12%
7,418
62
$1.12M 0.12%
6,933
63
$1.12M 0.12%
26,635
-657
64
$1.11M 0.12%
4,836
+25
65
$1.11M 0.12%
5,218
-585
66
$1.06M 0.12%
16,906
67
$979K 0.11%
25,796
-146
68
$917K 0.1%
4,928
-121
69
$891K 0.1%
26,598
70
$874K 0.1%
3,852
71
$853K 0.09%
22,820
72
$851K 0.09%
1,850
73
$851K 0.09%
5,639
+1
74
$827K 0.09%
5,013
75
$809K 0.09%
11,308
-505
1 2
3
4 5