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
$822M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$3.98M
3
+$3.41M
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.92M

Top Sells

1
+$5.45M
2
+$2.03M
3
+$2.01M
4
CVX icon
Chevron
CVX
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Sector Composition

1 Technology 6.92%
2 Communication Services 3.13%
3 Consumer Discretionary 2.5%
4 Financials 0.85%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$441K 0.05%
2,646
+148
102
$438K 0.05%
5,222
103
$419K 0.05%
9,825
-1,410
104
$415K 0.05%
3,683
-1,130
105
$413K 0.05%
7,739
106
$408K 0.05%
2,296
+20
107
$400K 0.05%
7,759
+4,441
108
$390K 0.05%
7,432
109
$371K 0.05%
979
110
$370K 0.05%
25,131
-642
111
$367K 0.04%
1,617
-428
112
$360K 0.04%
4,504
+44
113
$357K 0.04%
8,899
-6,961
114
$344K 0.04%
22,700
-4,850
115
$342K 0.04%
2,607
-1,150
116
$340K 0.04%
3,440
117
$337K 0.04%
3,384
-20,137
118
$331K 0.04%
17,392
+245
119
$330K 0.04%
+33,251
120
$321K 0.04%
4,189
121
$308K 0.04%
9,883
-20
122
$308K 0.04%
17,640
-970
123
$306K 0.04%
2,517
+155
124
$304K 0.04%
13,663
125
$304K 0.04%
9,677
-1,470
3 4
5
6 7