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
726
– –
-2,102
727
– –
-324
728
– –
-5
729
– –
-20
730
– –
-7
731
– –
-10
732
– –
-195
733
– –
-10
734
– –
-100
735
– –
-1,500
736
– –
-278
737
– –
-35
738
– –
-5
739
– –
-913
740
– –
-10
741
– –
-10
742
– –
-1,000
743
– –
-5
744
– –
-610
745
– –
-2,800
746
– –
-5
747
– –
-175
748
– –
-105
749
– –
-577
750
– –
-43
28 29
30
31 32