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
726
$284 ﹤0.01%
+10
727
$284 ﹤0.01%
+15
728
$284 ﹤0.01%
+5
729
$275 ﹤0.01%
+5
730
$272 ﹤0.01%
+10
731
$271 ﹤0.01%
+31
732
$267 ﹤0.01%
+5
733
$263 ﹤0.01%
+5
734
$263 ﹤0.01%
+5
735
$261 ﹤0.01%
+5
736
$257 ﹤0.01%
+15
737
$249 ﹤0.01%
+10
738
$249 ﹤0.01%
+5
739
$241 ﹤0.01%
+5
740
$239 ﹤0.01%
+5
741
$230 ﹤0.01%
+5
742
$225 ﹤0.01%
+10
743
$219 ﹤0.01%
+5
744
$217 ﹤0.01%
+5
745
$215 ﹤0.01%
+5
746
$213 ﹤0.01%
+5
747
$204 ﹤0.01%
+5
748
$204 ﹤0.01%
+5
749
$203 ﹤0.01%
+5
750
$188 ﹤0.01%
+5
28 29
30
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