GC

Garde Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$50.1M
3
+$47.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29.3M

Top Sells

1
+$4.16M
2
+$3.37M
3
+$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.86M 0.1%
15,231
-505
77
$1.83M 0.1%
+28,581
78
$1.77M 0.1%
5,357
+1
79
$1.7M 0.1%
10,226
+815
80
$1.69M 0.09%
+16,833
81
$1.68M 0.09%
76,270
-2,329
82
$1.57M 0.09%
+67,140
83
$1.55M 0.09%
16,663
84
$1.54M 0.09%
4,615
-923
85
$1.54M 0.09%
15,706
+1,047
86
$1.53M 0.09%
10,470
+4,182
87
$1.46M 0.08%
7,328
-3
88
$1.43M 0.08%
14,933
89
$1.38M 0.08%
8,998
+172
90
$1.34M 0.08%
24,875
-250
91
$1.34M 0.08%
4,986
92
$1.33M 0.08%
7,095
93
$1.3M 0.07%
24,453
94
$1.23M 0.07%
5,027
-1
95
$1.2M 0.07%
+38,150
96
$1.16M 0.07%
+99,500
97
$1.15M 0.06%
29,930
+2,161
98
$1.13M 0.06%
8,106
+761
99
$1.13M 0.06%
10,950
+130
100
$1.1M 0.06%
1,330
+223
2 3
4
5 6