GC

Garde Capital Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$5.45M
3
+$4.34M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.16M
5
MSFT icon
Microsoft
MSFT
+$3.79M

Top Sells

1
+$3.3M
2
+$2.85M
3
+$2.65M
4
AVGO icon
Broadcom
AVGO
+$2.65M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.27M

Sector Composition

1 Technology 5.99%
2 Communication Services 3.45%
3 Consumer Discretionary 2.02%
4 Financials 0.66%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.1%
75,070
-29
77
$1.97M 0.1%
27,144
-546
78
$1.95M 0.1%
16,176
79
$1.75M 0.09%
7,756
-2,231
80
$1.71M 0.09%
5,157
+171
81
$1.68M 0.08%
42,786
+237
82
$1.66M 0.08%
17,108
83
$1.65M 0.08%
25,100
-1,964
84
$1.61M 0.08%
67,140
85
$1.59M 0.08%
4,832
-8,650
86
$1.59M 0.08%
5,035
+43
87
$1.54M 0.08%
10,962
+62
88
$1.49M 0.07%
8,934
-64
89
$1.48M 0.07%
23,972
-481
90
$1.38M 0.07%
6,771
-150
91
$1.31M 0.07%
28,976
-1,005
92
$1.25M 0.06%
1,632
+28
93
$1.22M 0.06%
14,437
-405
94
$1.2M 0.06%
5,612
95
$1.2M 0.06%
5,540
-105
96
$1.19M 0.06%
26,598
97
$1.19M 0.06%
22,372
-1,513
98
$1.18M 0.06%
9,870
+1,080
99
$1.16M 0.06%
38,359
-291
100
$1.13M 0.06%
1,684
-193
2 3
4
5 6