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
776
$125 ﹤0.01%
+15
777
$109 ﹤0.01%
+3
778
$109 ﹤0.01%
+5
779
$108 ﹤0.01%
+5
780
$102 ﹤0.01%
+5
781
$92 ﹤0.01%
+10
782
$82 ﹤0.01%
+5
783
$82 ﹤0.01%
+200
784
$82 ﹤0.01%
+5
785
$75 ﹤0.01%
+5
786
$68 ﹤0.01%
+20
787
$66 ﹤0.01%
+5
788
$65 ﹤0.01%
+5
789
$60 ﹤0.01%
+10
790
$51 ﹤0.01%
+5
791
$48 ﹤0.01%
+5
792
$48 ﹤0.01%
+5
793
$44 ﹤0.01%
+6
794
$40 ﹤0.01%
+5
795
$38 ﹤0.01%
+3
796
$25 ﹤0.01%
+5
797
$16 ﹤0.01%
+1
798
$11 ﹤0.01%
+1
799
$9 ﹤0.01%
+1
800
$6 ﹤0.01%
+2
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