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
$833M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.64M
3
+$1.49M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.05M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$978K

Top Sells

1
+$1.54M
2
+$1.32M
3
+$1.1M
4
VTV icon
Vanguard Value ETF
VTV
+$1.01M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$866K

Sector Composition

1 Technology 6.39%
2 Communication Services 2.86%
3 Consumer Discretionary 2.3%
4 Healthcare 0.9%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$747K 0.09%
38,742
-242
77
$741K 0.09%
5,013
78
$739K 0.09%
5,327
-311
79
$702K 0.08%
5,638
+565
80
$698K 0.08%
5,803
+575
81
$671K 0.08%
19,934
-531
82
$654K 0.08%
178,187
83
$633K 0.08%
2,401
+74
84
$632K 0.08%
12,606
-1,918
85
$608K 0.07%
22,635
86
$606K 0.07%
+10,940
87
$601K 0.07%
5,451
+48
88
$576K 0.07%
6,572
+13
89
$571K 0.07%
3,160
+89
90
$568K 0.07%
18,241
91
$559K 0.07%
6,628
92
$550K 0.07%
2,649
-140
93
$537K 0.06%
6,574
94
$529K 0.06%
+3,162
95
$527K 0.06%
1,668
96
$517K 0.06%
6,207
+2,660
97
$515K 0.06%
3,839
-1,646
98
$500K 0.06%
943
+66
99
$482K 0.06%
2,330
-235
100
$464K 0.06%
1,871
2 3
4
5 6