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
$1.43B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.94M
3
+$8.66M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$6.22M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.01M

Top Sells

1
+$5.3M
2
+$4.64M
3
+$2.25M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.29M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.01M

Sector Composition

1 Technology 6.69%
2 Communication Services 2.44%
3 Consumer Discretionary 2.4%
4 Financials 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.15%
104,367
-150
52
$2.15M 0.15%
12,208
-1,840
53
$1.93M 0.14%
13,276
-223
54
$1.9M 0.13%
3,620
+3,106
55
$1.88M 0.13%
16,334
+22
56
$1.86M 0.13%
+55,405
57
$1.86M 0.13%
5,076
-40
58
$1.7M 0.12%
3,503
+36
59
$1.69M 0.12%
5,538
-893
60
$1.62M 0.11%
7,719
-19
61
$1.56M 0.11%
17,358
+82
62
$1.55M 0.11%
38,526
-25,167
63
$1.52M 0.11%
8,983
-184
64
$1.47M 0.1%
11,120
-2,170
65
$1.45M 0.1%
16,688
-64
66
$1.41M 0.1%
27,232
-1,518
67
$1.38M 0.1%
7,150
-137
68
$1.31M 0.09%
10,741
+2,078
69
$1.28M 0.09%
2,435
+275
70
$1.27M 0.09%
7,095
+51
71
$1.25M 0.09%
24,409
72
$1.24M 0.09%
16,685
+5,400
73
$1.14M 0.08%
5,013
-49
74
$1.13M 0.08%
5,403
+65
75
$1.09M 0.08%
26,029
1 2
3
4 5