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
$1.43B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.94M
3
+$8.66M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$6.22M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.01M

Top Sells

1
+$5.3M
2
+$4.64M
3
+$2.25M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.29M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.01M

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
$736K 0.05%
947
-110
102
$722K 0.05%
2,563
-294
103
$720K 0.05%
6,628
104
$710K 0.05%
22,037
-25,782
105
$697K 0.05%
8,350
106
$694K 0.05%
2,487
-74
107
$685K 0.05%
22,684
108
$639K 0.04%
11,895
109
$630K 0.04%
1,644
-155
110
$620K 0.04%
14,047
+3,501
111
$597K 0.04%
9,830
-150
112
$568K 0.04%
4,425
113
$560K 0.04%
2,280
-50
114
$542K 0.04%
3,101
-521
115
$529K 0.04%
1,943
116
$516K 0.04%
4,443
-699
117
$507K 0.04%
3,759
118
$506K 0.04%
1,023
+2
119
$499K 0.03%
8,386
+15
120
$489K 0.03%
1,690
+110
121
$452K 0.03%
15,972
-310
122
$436K 0.03%
+10,775
123
$418K 0.03%
20,562
-264
124
$406K 0.03%
1,502
125
$391K 0.03%
+7,015
3 4
5
6 7