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
$1.52B
AUM Growth
+$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$802K
3
+$680K
4
TSM icon
TSMC
TSM
+$637K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$466K

Top Sells

1
+$10.7M
2
+$1.58M
3
+$1.5M
4
Z icon
Zillow
Z
+$1.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.23M

Sector Composition

1 Technology 6.88%
2 Communication Services 3.45%
3 Consumer Discretionary 2.22%
4 Financials 0.63%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.07%
1,876
-65
77
$1.02M 0.07%
4,946
78
$1.02M 0.07%
100,000
79
$992K 0.07%
15,751
-39
80
$965K 0.06%
1,856
81
$958K 0.06%
4,425
82
$950K 0.06%
6,400
83
$939K 0.06%
6,175
-485
84
$931K 0.06%
11,133
-779
85
$924K 0.06%
7,287
86
$905K 0.06%
6,112
-460
87
$891K 0.06%
9,304
88
$881K 0.06%
11,285
89
$866K 0.06%
3,281
+59
90
$864K 0.06%
3,044
+41
91
$809K 0.05%
1,141
-5
92
$803K 0.05%
4,813
-552
93
$803K 0.05%
4,638
-32
94
$799K 0.05%
902
95
$796K 0.05%
2,613
+86
96
$790K 0.05%
27,566
97
$764K 0.05%
3,626
-103
98
$763K 0.05%
3,120
+1,177
99
$762K 0.05%
8,350
100
$721K 0.05%
2,237
2 3
4
5 6