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
$569M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$5.19M
3
+$2.87M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.26M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.05M

Top Sells

1
+$8.01M
2
+$6.69M
3
+$3.62M
4
VTV icon
Vanguard Value ETF
VTV
+$3.47M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.79M

Sector Composition

1 Technology 5.15%
2 Consumer Discretionary 1.96%
3 Communication Services 1.08%
4 Healthcare 0.55%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,467
127
– –
-7,100
128
– –
-2,921
129
– –
-19,885
130
– –
-1,632
131
– –
-1,019
132
– –
-7,614
133
– –
-3,763
134
– –
-3,388
135
– –
-6,995
136
– –
-2,633
137
– –
-5,832
138
– –
-3,250
139
– –
-2,000
2 3 4 5
6