GC

Garde Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$50.1M
3
+$47.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29.3M

Top Sells

1
+$4.16M
2
+$3.37M
3
+$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.06%
26,598
102
$1.05M 0.06%
1,877
+1
103
$1.03M 0.06%
6,112
104
$970K 0.05%
3,104
105
$963K 0.05%
5,648
-747
106
$940K 0.05%
103,960
107
$928K 0.05%
+10,242
108
$914K 0.05%
22,613
-749
109
$911K 0.05%
5,741
110
$903K 0.05%
14,886
-572
111
$891K 0.05%
2,543
-53
112
$886K 0.05%
4,928
-18
113
$864K 0.05%
9,304
114
$854K 0.05%
11,285
115
$829K 0.05%
3,207
-21
116
$820K 0.05%
8,790
+130
117
$817K 0.05%
9,993
-1,116
118
$813K 0.05%
6,807
-238
119
$806K 0.05%
+15,788
120
$805K 0.05%
1,850
-6
121
$798K 0.04%
+1
122
$789K 0.04%
+10,075
123
$782K 0.04%
8,350
124
$778K 0.04%
+7,368
125
$739K 0.04%
2,891
-115
3 4
5
6 7