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
$822M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$3.98M
3
+$3.41M
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.92M

Top Sells

1
+$5.45M
2
+$2.03M
3
+$2.01M
4
CVX icon
Chevron
CVX
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Sector Composition

1 Technology 6.92%
2 Communication Services 3.13%
3 Consumer Discretionary 2.5%
4 Financials 0.85%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$696K 0.08%
8,291
+4,845
77
$695K 0.08%
5,013
-23
78
$680K 0.08%
23,996
79
$674K 0.08%
4,687
-14
80
$670K 0.08%
178,187
+109,839
81
$622K 0.08%
6,559
-623
82
$605K 0.07%
6,628
83
$574K 0.07%
2,327
84
$573K 0.07%
16,701
-1,200
85
$570K 0.07%
5,880
-1,615
86
$565K 0.07%
2,871
-24
87
$547K 0.07%
2,565
88
$542K 0.07%
+5,334
89
$533K 0.06%
4,189
+575
90
$532K 0.06%
7,589
91
$509K 0.06%
+51,241
92
$503K 0.06%
13,443
-75
93
$492K 0.06%
6,878
-76,183
94
$472K 0.06%
+7,470
95
$470K 0.06%
3,249
-11,185
96
$463K 0.06%
5,403
-23,743
97
$459K 0.06%
18,241
-1,700
98
$459K 0.06%
6,574
+1,072
99
$457K 0.06%
1,668
-9
100
$450K 0.05%
877
+69
2 3
4
5 6