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
$1.52B
AUM Growth
+$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$802K
3
+$680K
4
TSM icon
TSMC
TSM
+$637K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$466K

Top Sells

1
+$10.7M
2
+$1.58M
3
+$1.5M
4
Z icon
Zillow
Z
+$1.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.23M

Sector Composition

1 Technology 6.88%
2 Communication Services 3.45%
3 Consumer Discretionary 2.22%
4 Financials 0.63%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$719K 0.05%
19,756
-771
102
$702K 0.05%
7,936
-2,463
103
$695K 0.05%
6,050
+526
104
$680K 0.04%
+5,305
105
$679K 0.04%
5,976
+20
106
$670K 0.04%
2,435
-53
107
$616K 0.04%
1,521
+1
108
$586K 0.04%
26,065
-3,000
109
$581K 0.04%
5,755
110
$562K 0.04%
2,280
111
$534K 0.04%
3,360
112
$529K 0.03%
22,817
-701
113
$522K 0.03%
8,472
114
$521K 0.03%
8,386
115
$519K 0.03%
15,842
-130
116
$512K 0.03%
3,009
-72
117
$491K 0.03%
13,696
118
$470K 0.03%
4,006
-78
119
$449K 0.03%
1,641
120
$444K 0.03%
+22,575
121
$438K 0.03%
7,018
122
$433K 0.03%
19,545
-837
123
$420K 0.03%
13,372
124
$418K 0.03%
8,844
125
$402K 0.03%
4,182
-6,186
3 4
5
6 7