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
$865M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.39M
3
+$5.48M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.26M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.75M

Top Sells

1
+$27.6M
2
+$5.89M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.1M

Sector Composition

1 Technology 6.67%
2 Communication Services 4.98%
3 Consumer Discretionary 3.04%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$271K 0.03%
7,488
127
$264K 0.03%
2,900
128
$264K 0.03%
19,700
129
$262K 0.03%
424
+75
130
$261K 0.03%
4,139
-1,000
131
$261K 0.03%
+7,143
132
$249K 0.03%
1,098
+175
133
$249K 0.03%
1,192
134
$249K 0.03%
4,261
+401
135
$248K 0.03%
6,401
+1,151
136
$245K 0.03%
1,310
-1,550
137
$243K 0.03%
+6,222
138
$240K 0.03%
990
+67
139
$237K 0.03%
2,815
140
$233K 0.03%
1,241
+238
141
$228K 0.03%
1,031
+227
142
$222K 0.03%
1,732
143
$218K 0.03%
2,966
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144
$218K 0.03%
2,390
+5
145
$216K 0.03%
3,722
+347
146
$213K 0.02%
1,412
+30
147
$212K 0.02%
2,104
148
$212K 0.02%
2,074
149
$211K 0.02%
590
-707
150
$209K 0.02%
17,357
4 5
6
7 8