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
$642M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.62M
3
+$3.08M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M

Top Sells

1
+$3.06M
2
+$351K
3
+$296K
4
VZ icon
Verizon
VZ
+$291K
5
ABBV icon
AbbVie
ABBV
+$274K

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 2.07%
3 Communication Services 1.31%
4 Financials 0.56%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.04%
5,467
127
$224K 0.03%
2,510
128
$224K 0.03%
3,193
129
$222K 0.03%
5,426
-1,200
130
$222K 0.03%
+4,293
131
$219K 0.03%
2,500
132
$218K 0.03%
+8,606
133
$208K 0.03%
3,763
134
$208K 0.03%
13,121
135
$208K 0.03%
2,772
136
$204K 0.03%
1,617
137
$202K 0.03%
+5,220
138
$69K 0.01%
13,385
139
$40K 0.01%
+13,095
140
– –
-3,765
141
– –
-1,500
142
– –
-4,315
143
– –
-4,112
144
– –
-2,000
145
– –
-7,699
146
– –
-2,000
147
– –
-20,125
148
– –
-5,099
149
– –
-18,415
2 3 4 5
6