GC

Garde Capital Portfolio holdings

AUM $1.63B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.57M
3
+$8.33M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$5.93M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.86M

Top Sells

1
+$5.05M
2
+$4.36M
3
+$2.16M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.26M
5
AAPL icon
Apple
AAPL
+$1M

Sector Composition

1 Technology 6.69%
2 Communication Services 2.44%
3 Consumer Discretionary 2.4%
4 Financials 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$722K 0.05%
2,563
-294
102
$720K 0.05%
6,628
103
$710K 0.05%
22,037
-25,782
104
$697K 0.05%
8,350
105
$694K 0.05%
2,487
-74
106
$685K 0.05%
22,684
107
$639K 0.04%
11,895
108
$630K 0.04%
1,644
-155
109
$620K 0.04%
14,047
+3,501
110
$597K 0.04%
9,830
-150
111
$568K 0.04%
4,425
112
$560K 0.04%
2,280
-50
113
$542K 0.04%
3,101
-521
114
$529K 0.04%
1,943
115
$516K 0.04%
4,443
-699
116
$507K 0.04%
3,759
117
$506K 0.04%
1,023
+2
118
$499K 0.03%
8,386
+15
119
$489K 0.03%
1,690
+110
120
$452K 0.03%
15,972
-310
121
$436K 0.03%
+10,775
122
$418K 0.03%
20,562
-264
123
$406K 0.03%
1,502
124
$391K 0.03%
+7,015
125
$387K 0.03%
10,209
3 4
5
6 7