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
$1.02B
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.53M
3
+$2.53M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.09M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.88M

Top Sells

1
+$2.89M
2
+$1.12M
3
+$735K
4
TSLA icon
Tesla
TSLA
+$625K
5
AAPL icon
Apple
AAPL
+$487K

Sector Composition

1 Technology 8.44%
2 Communication Services 3.82%
3 Consumer Discretionary 3.15%
4 Healthcare 0.82%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$890K 0.09%
33,439
77
$863K 0.08%
49,342
-15,624
78
$858K 0.08%
1,850
79
$853K 0.08%
22,635
80
$832K 0.08%
16,159
-3,501
81
$820K 0.08%
5,013
82
$776K 0.08%
6,628
83
$775K 0.08%
15,859
+4,090
84
$767K 0.08%
4,841
+32
85
$759K 0.07%
2,832
+111
86
$732K 0.07%
11,553
+909
87
$718K 0.07%
2,850
88
$701K 0.07%
6,252
-445
89
$696K 0.07%
1,677
+1
90
$687K 0.07%
3,757
+128
91
$658K 0.06%
3,037
+275
92
$628K 0.06%
3,614
-8
93
$623K 0.06%
17,901
-8,327
94
$617K 0.06%
2,741
95
$610K 0.06%
+15,118
96
$561K 0.05%
3,679
-55
97
$560K 0.05%
3,272
-56
98
$559K 0.05%
3,612
-261
99
$552K 0.05%
5,219
+33
100
$543K 0.05%
7,589
+471
2 3
4
5 6