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
$1.2B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$85.9M
2
+$54.6M
3
+$28.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.9M
5
VTV icon
Vanguard Value ETF
VTV
+$5.51M

Top Sells

1
+$634K
2
+$592K
3
+$529K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$486K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$473K

Sector Composition

1 Technology 6.93%
2 Communication Services 2.85%
3 Consumer Discretionary 2.6%
4 Healthcare 0.96%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.09%
7,151
+3,500
77
$975K 0.08%
5,609
-30
78
$955K 0.08%
11,010
+9,000
79
$940K 0.08%
3,873
+21
80
$936K 0.08%
+100,000
81
$922K 0.08%
1,919
+1,000
82
$918K 0.08%
26,598
83
$910K 0.08%
25,796
84
$873K 0.07%
5,013
85
$837K 0.07%
5,057
+2,820
86
$830K 0.07%
22,820
87
$822K 0.07%
1,850
88
$821K 0.07%
6,897
-217
89
$819K 0.07%
15,059
+2,835
90
$808K 0.07%
11,140
-168
91
$786K 0.07%
159,987
-18,200
92
$782K 0.07%
14,710
-11,925
93
$757K 0.06%
38,742
94
$755K 0.06%
10,169
+6,330
95
$750K 0.06%
14,322
+12,000
96
$746K 0.06%
8,456
+5,996
97
$744K 0.06%
5,285
-23
98
$727K 0.06%
4,792
99
$719K 0.06%
6,572
100
$718K 0.06%
3,459
+2,893
2 3
4
5 6