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
$1.2B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$85.9M
2
+$54.6M
3
+$28.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.9M
5
VTV icon
Vanguard Value ETF
VTV
+$5.51M

Top Sells

1
+$634K
2
+$592K
3
+$529K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$486K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$473K

Sector Composition

1 Technology 6.93%
2 Communication Services 2.85%
3 Consumer Discretionary 2.6%
4 Healthcare 0.96%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.17%
21,448
+1,489
52
$1.9M 0.16%
8,989
+640
53
$1.86M 0.15%
43,500
54
$1.83M 0.15%
104,748
-17,877
55
$1.71M 0.14%
17,546
-2,460
56
$1.6M 0.13%
37,065
+100
57
$1.6M 0.13%
13,277
58
$1.49M 0.12%
17,176
-13
59
$1.49M 0.12%
7,928
-1,186
60
$1.4M 0.12%
7,778
+2,850
61
$1.39M 0.12%
4,469
+2,801
62
$1.37M 0.11%
4,781
-437
63
$1.31M 0.11%
14,712
-943
64
$1.3M 0.11%
26,293
-375
65
$1.23M 0.1%
11,095
+100
66
$1.21M 0.1%
7,660
+242
67
$1.2M 0.1%
28,390
-160
68
$1.19M 0.1%
16,841
-65
69
$1.19M 0.1%
4,836
70
$1.18M 0.1%
5,313
+2,301
71
$1.16M 0.1%
6,933
72
$1.16M 0.1%
25,261
-446
73
$1.15M 0.1%
4,856
+2,282
74
$1.11M 0.09%
5,971
+2,811
75
$1.08M 0.09%
9,114
+7
1 2
3
4 5