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
$865M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.39M
3
+$5.48M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.26M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.75M

Top Sells

1
+$27.6M
2
+$5.89M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.1M

Sector Composition

1 Technology 6.67%
2 Communication Services 4.98%
3 Consumer Discretionary 3.04%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$733K 0.08%
2,947
+1
77
$731K 0.08%
5,169
-412
78
$719K 0.08%
70,537
79
$719K 0.08%
22,635
-22,640
80
$669K 0.08%
14,803
+5,434
81
$664K 0.08%
1,850
82
$656K 0.08%
6,433
83
$652K 0.08%
4,281
+340
84
$632K 0.07%
6,248
+319
85
$628K 0.07%
2,850
86
$611K 0.07%
2,672
-190
87
$602K 0.07%
3,664
-106
88
$597K 0.07%
11,195
-85
89
$596K 0.07%
3,726
-2,112
90
$596K 0.07%
2,661
91
$594K 0.07%
36,834
+6
92
$585K 0.07%
2,763
93
$572K 0.07%
17,590
+9,005
94
$515K 0.06%
3,799
+1,344
95
$510K 0.06%
11,781
+2,728
96
$507K 0.06%
3,814
97
$469K 0.05%
1,535
+138
98
$448K 0.05%
19,513
+94
99
$446K 0.05%
1,571
100
$440K 0.05%
8,500
-180
2 3
4
5 6