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
$1.52B
AUM Growth
+$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$802K
3
+$680K
4
TSM icon
TSMC
TSM
+$637K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$466K

Top Sells

1
+$10.7M
2
+$1.58M
3
+$1.5M
4
Z icon
Zillow
Z
+$1.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.23M

Sector Composition

1 Technology 6.88%
2 Communication Services 3.45%
3 Consumer Discretionary 2.22%
4 Financials 0.63%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.15%
29,854
+15
52
$2.22M 0.15%
8,495
-1,935
53
$2.09M 0.14%
3,559
-104
54
$2.01M 0.13%
15,936
-431
55
$1.96M 0.13%
5,021
56
$1.92M 0.13%
11,120
57
$1.91M 0.13%
5,538
58
$1.87M 0.12%
19,185
-8,434
59
$1.77M 0.12%
78,369
-24,495
60
$1.63M 0.11%
7,374
+40
61
$1.61M 0.11%
16,663
-25
62
$1.55M 0.1%
37,130
+1,558
63
$1.54M 0.1%
15,087
64
$1.53M 0.1%
41,064
65
$1.5M 0.1%
8,826
+13
66
$1.45M 0.1%
25,174
-713
67
$1.35M 0.09%
7,095
68
$1.31M 0.09%
4,838
69
$1.29M 0.09%
26,029
70
$1.25M 0.08%
7,315
-372
71
$1.25M 0.08%
23,841
-568
72
$1.2M 0.08%
5,306
-98
73
$1.11M 0.07%
26,598
74
$1.1M 0.07%
234,427
-250
75
$1.08M 0.07%
6,246
+3,667
1 2
3
4 5