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
$642M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.62M
3
+$3.08M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M

Top Sells

1
+$3.06M
2
+$351K
3
+$296K
4
VZ icon
Verizon
VZ
+$291K
5
ABBV icon
AbbVie
ABBV
+$274K

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 2.07%
3 Communication Services 1.31%
4 Financials 0.56%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$412K 0.06%
25,635
102
$403K 0.06%
2,404
103
$397K 0.06%
5,097
+335
104
$392K 0.06%
3,406
105
$377K 0.06%
2,747
+9
106
$367K 0.06%
6,114
-130
107
$364K 0.06%
1,221
+92
108
$359K 0.06%
3,374
109
$326K 0.05%
2,746
+59
110
$324K 0.05%
2,893
111
$311K 0.05%
5,832
112
$287K 0.04%
1,235
+49
113
$279K 0.04%
4,400
114
$276K 0.04%
7,603
+801
115
$276K 0.04%
+3,500
116
$262K 0.04%
3,502
+7
117
$252K 0.04%
1,732
-75
118
$244K 0.04%
7,100
119
$244K 0.04%
3,210
120
$244K 0.04%
1,134
-44
121
$237K 0.04%
2,039
+39
122
$236K 0.04%
4,259
123
$233K 0.04%
19,700
124
$230K 0.04%
7,231
+19
125
$226K 0.04%
2,812
2 3 4
5
6