GC

Garde Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$50.1M
3
+$47.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29.3M

Top Sells

1
+$4.16M
2
+$3.37M
3
+$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.27M 0.3%
224,982
-3,999
52
$5.17M 0.29%
19,389
53
$5.16M 0.29%
28,013
54
$4.93M 0.28%
45,526
-2,101
55
$4.9M 0.28%
9,204
+80
56
$4.87M 0.27%
18,130
+1,155
57
$4.32M 0.24%
37,617
+120
58
$4.22M 0.24%
33,216
+8,811
59
$3.86M 0.22%
4,084
+2
60
$3.63M 0.2%
44,426
-5,550
61
$3.62M 0.2%
+61,664
62
$3.45M 0.19%
18,097
63
$3.38M 0.19%
39,998
-811
64
$2.99M 0.17%
+113,259
65
$2.66M 0.15%
10,271
-655
66
$2.5M 0.14%
71,790
-8,229
67
$2.43M 0.14%
41,196
+4,656
68
$2.19M 0.12%
43,550
69
$2.14M 0.12%
3,938
-35
70
$2.12M 0.12%
45,215
+18,764
71
$1.96M 0.11%
26,888
+3,221
72
$1.94M 0.11%
306,498
-152,929
73
$1.9M 0.11%
+24,009
74
$1.87M 0.11%
11,165
-1,212
75
$1.86M 0.1%
+35,457
1 2
3
4 5