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
$1.02B
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.53M
3
+$2.53M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.09M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.88M

Top Sells

1
+$2.89M
2
+$1.12M
3
+$735K
4
TSLA icon
Tesla
TSLA
+$625K
5
AAPL icon
Apple
AAPL
+$487K

Sector Composition

1 Technology 8.44%
2 Communication Services 3.82%
3 Consumer Discretionary 3.15%
4 Healthcare 0.82%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$529K 0.05%
2,045
+500
102
$525K 0.05%
20,047
103
$523K 0.05%
7,739
104
$512K 0.05%
4,460
+2,003
105
$489K 0.05%
25,968
+2,310
106
$488K 0.05%
69,355
107
$474K 0.05%
26,006
+12,727
108
$474K 0.05%
46,424
+36,424
109
$467K 0.05%
979
110
$467K 0.05%
929
+101
111
$458K 0.04%
+44,971
112
$456K 0.04%
573
113
$454K 0.04%
10,215
+4,610
114
$446K 0.04%
2,025
115
$440K 0.04%
+7,258
116
$439K 0.04%
2,527
117
$439K 0.04%
7,432
+168
118
$436K 0.04%
15,136
+243
119
$430K 0.04%
13,894
+882
120
$427K 0.04%
1,176
+205
121
$424K 0.04%
925
-25
122
$412K 0.04%
10,563
+4,121
123
$406K 0.04%
616
124
$399K 0.04%
13,800
-4,000
125
$390K 0.04%
19,397
-421
3 4
5
6 7