GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$642M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.62M
3
+$3.08M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M

Top Sells

1
+$3.06M
2
+$351K
3
+$296K
4
VZ icon
Verizon
VZ
+$291K
5
ABBV icon
AbbVie
ABBV
+$274K

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 2.07%
3 Communication Services 1.31%
4 Financials 0.56%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$620K 0.1%
4,987
+90
77
$616K 0.1%
2,868
-82
78
$614K 0.1%
4,753
79
$611K 0.1%
4,549
80
$573K 0.09%
4,124
-26
81
$561K 0.09%
5,599
82
$555K 0.09%
6,079
83
$538K 0.08%
4,506
+36
84
$530K 0.08%
12,963
-432
85
$529K 0.08%
7,172
86
$520K 0.08%
10,527
-212
87
$516K 0.08%
2,667
-94
88
$516K 0.08%
15,868
89
$458K 0.07%
2,826
+26
90
$457K 0.07%
16,120
-2,372
91
$455K 0.07%
2,648
+301
92
$446K 0.07%
6,316
+339
93
$444K 0.07%
1,850
94
$442K 0.07%
12,958
95
$438K 0.07%
3,386
+287
96
$436K 0.07%
12,189
97
$433K 0.07%
2,650
98
$433K 0.07%
8,492
99
$427K 0.07%
32,400
100
$413K 0.06%
34,932
-1,230
2 3
4
5 6