GC

Garde Capital Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$5.45M
3
+$4.34M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.16M
5
MSFT icon
Microsoft
MSFT
+$3.79M

Top Sells

1
+$3.3M
2
+$2.85M
3
+$2.65M
4
AVGO icon
Broadcom
AVGO
+$2.65M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.27M

Sector Composition

1 Technology 5.99%
2 Communication Services 3.45%
3 Consumer Discretionary 2.02%
4 Financials 0.66%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.13M 0.06%
15,793
-1,702
102
$1.11M 0.06%
11,868
+1,980
103
$1.02M 0.05%
100,535
+35
104
$1.01M 0.05%
6,247
+6
105
$980K 0.05%
8,114
+144
106
$941K 0.05%
12,808
+16
107
$932K 0.05%
3,066
-146
108
$920K 0.05%
2,875
109
$903K 0.05%
10,345
+96
110
$899K 0.05%
3,717
-3,177
111
$866K 0.04%
2,538
-102
112
$859K 0.04%
4,678
-358
113
$842K 0.04%
16,474
+686
114
$826K 0.04%
6,804
-70
115
$824K 0.04%
9,793
+8,551
116
$797K 0.04%
23,745
117
$787K 0.04%
7,368
118
$782K 0.04%
4,425
119
$754K 0.04%
1
-1
120
$748K 0.04%
5,305
-1,072
121
$705K 0.04%
6,341
-719
122
$701K 0.04%
29,856
-131
123
$698K 0.04%
13,536
+1,198
124
$693K 0.03%
7,282
-1,068
125
$663K 0.03%
2,139
3 4
5
6 7