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
751
$187 ﹤0.01%
+13
752
$183 ﹤0.01%
+21
753
$181 ﹤0.01%
+10
754
$181 ﹤0.01%
+5
755
$176 ﹤0.01%
+11
756
$174 ﹤0.01%
+5
757
$172 ﹤0.01%
+5
758
$168 ﹤0.01%
+6
759
$166 ﹤0.01%
+5
760
$161 ﹤0.01%
+5
761
$159 ﹤0.01%
+10
762
$153 ﹤0.01%
+5
763
$152 ﹤0.01%
+5
764
$152 ﹤0.01%
+5
765
$151 ﹤0.01%
+10
766
$148 ﹤0.01%
+150
767
$140 ﹤0.01%
+5
768
$139 ﹤0.01%
+5
769
$137 ﹤0.01%
+5
770
$137 ﹤0.01%
+2
771
$137 ﹤0.01%
+5
772
$136 ﹤0.01%
+5
773
$135 ﹤0.01%
+2
774
$133 ﹤0.01%
+5
775
$125 ﹤0.01%
+5
29 30
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32 33