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
$1.2B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$85.9M
2
+$54.6M
3
+$28.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.9M
5
VTV icon
Vanguard Value ETF
VTV
+$5.51M

Top Sells

1
+$634K
2
+$592K
3
+$529K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$486K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$473K

Sector Composition

1 Technology 6.93%
2 Communication Services 2.85%
3 Consumer Discretionary 2.6%
4 Healthcare 0.96%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$702K 0.06%
+3,760
102
$695K 0.06%
22,635
103
$694K 0.06%
2,327
104
$682K 0.06%
18,597
+11,300
105
$641K 0.05%
5,557
+3,894
106
$635K 0.05%
27,566
107
$624K 0.05%
16,780
+14,000
108
$617K 0.05%
+4,578
109
$596K 0.05%
6,628
110
$595K 0.05%
+4,300
111
$591K 0.05%
28,863
-3,806
112
$585K 0.05%
5,451
113
$581K 0.05%
+7,500
114
$573K 0.05%
+3,600
115
$557K 0.05%
8,705
+6,700
116
$536K 0.04%
18,231
-10
117
$533K 0.04%
+8,847
118
$507K 0.04%
+5,760
119
$495K 0.04%
+14,987
120
$493K 0.04%
+15,100
121
$492K 0.04%
4,320
+3,365
122
$486K 0.04%
+16,000
123
$477K 0.04%
2,330
124
$474K 0.04%
8,358
+430
125
$473K 0.04%
+5,273
3 4
5
6 7