GC

Garde Capital Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$5.45M
3
+$4.34M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.16M
5
MSFT icon
Microsoft
MSFT
+$3.79M

Top Sells

1
+$3.3M
2
+$2.85M
3
+$2.65M
4
AVGO icon
Broadcom
AVGO
+$2.65M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.27M

Sector Composition

1 Technology 5.99%
2 Communication Services 3.45%
3 Consumer Discretionary 2.02%
4 Financials 0.66%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.05M 0.3%
13,595
+1,491
52
$6.02M 0.3%
92,669
+3,600
53
$5.96M 0.3%
213,635
+371
54
$5.59M 0.28%
28,013
55
$5.58M 0.28%
33,909
+537
56
$5.38M 0.27%
87,292
+1,229
57
$5.11M 0.26%
10,165
+90
58
$4.56M 0.23%
19,060
-300
59
$4.29M 0.22%
31,658
-3,492
60
$3.91M 0.2%
42,016
-2,549
61
$3.89M 0.2%
21,330
-17,587
62
$3.86M 0.19%
53,084
+7,083
63
$3.84M 0.19%
16,216
-319
64
$3.83M 0.19%
4,139
+18
65
$3.43M 0.17%
83,862
+3,463
66
$3.41M 0.17%
16,512
+79
67
$3.25M 0.16%
34,848
+168
68
$3.18M 0.16%
120,923
+5,717
69
$3.17M 0.16%
21,764
-851
70
$2.89M 0.15%
10,349
+200
71
$2.44M 0.12%
5,122
-237
72
$2.41M 0.12%
24,594
+205
73
$2.32M 0.12%
73,550
+56,771
74
$2.14M 0.11%
7,607
+152
75
$2.08M 0.1%
230,999
1 2
3
4 5