GC

Garde Capital Portfolio holdings

AUM $1.63B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
+$8.86M
2
+$6.45M
3
+$3.39M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.98M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.89M

Top Sells

1
+$9.8M
2
+$7.74M
3
+$4.4M
4
VTV icon
Vanguard Value ETF
VTV
+$4.27M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$3.26M

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
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129
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130
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133
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134
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135
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136
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137
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138
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-1,817
139
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-6,566
2 3 4 5
6