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
$1.43B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.94M
3
+$8.66M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$6.22M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.01M

Top Sells

1
+$5.3M
2
+$4.64M
3
+$2.25M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.29M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.01M

Sector Composition

1 Technology 6.69%
2 Communication Services 2.44%
3 Consumer Discretionary 2.4%
4 Financials 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.08%
26,598
77
$1.08M 0.08%
6,933
78
$996K 0.07%
7,937
+1,000
79
$995K 0.07%
12,467
+472
80
$985K 0.07%
1,901
+27
81
$978K 0.07%
10,408
-953
82
$967K 0.07%
25,667
-129
83
$943K 0.07%
40,992
+15,734
84
$915K 0.06%
100,000
85
$906K 0.06%
38,960
-112
86
$905K 0.06%
6,572
87
$894K 0.06%
15,260
-20
88
$873K 0.06%
3,497
-201
89
$861K 0.06%
4,946
-352
90
$852K 0.06%
5,365
-74
91
$833K 0.06%
5,158
+3,083
92
$829K 0.06%
2,915
+7
93
$823K 0.06%
3,041
-255
94
$803K 0.06%
6,089
-956
95
$801K 0.06%
4,003
-528
96
$799K 0.06%
27,566
97
$797K 0.06%
4,914
-765
98
$785K 0.05%
9,304
99
$765K 0.05%
37,722
-1,020
100
$756K 0.05%
37,308
+9,376
2 3
4
5 6