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
$865M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.39M
3
+$5.48M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.26M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.75M

Top Sells

1
+$27.6M
2
+$5.89M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.1M

Sector Composition

1 Technology 6.67%
2 Communication Services 4.98%
3 Consumer Discretionary 3.04%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$406K 0.05%
7,739
102
$390K 0.05%
981
-25
103
$386K 0.04%
2,349
-301
104
$377K 0.04%
23,935
-23,940
105
$373K 0.04%
2,651
106
$372K 0.04%
15,312
+3,455
107
$362K 0.04%
5,166
+1,559
108
$354K 0.04%
2,000
109
$349K 0.04%
4,612
+572
110
$349K 0.04%
2,468
111
$343K 0.04%
5,355
+264
112
$341K 0.04%
15,006
+2,580
113
$326K 0.04%
3,008
+66
114
$323K 0.04%
8,911
+930
115
$313K 0.04%
3,284
116
$312K 0.04%
657
-71
117
$309K 0.04%
18,900
118
$305K 0.04%
4,400
119
$304K 0.04%
1,340
120
$294K 0.03%
600
121
$294K 0.03%
5,756
+36
122
$292K 0.03%
3,285
+103
123
$289K 0.03%
6,412
-801
124
$276K 0.03%
10,344
125
$272K 0.03%
1,473
+52
3 4
5
6 7