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
$967M
AUM Growth
-$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$4.94M
3
+$3.39M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.3M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.28M

Top Sells

1
+$4.79M
2
+$448K
3
+$393K
4
CRM icon
Salesforce
CRM
+$241K
5
JWN
Nordstrom
JWN
+$210K

Sector Composition

1 Technology 7.53%
2 Communication Services 4.52%
3 Consumer Discretionary 3.15%
4 Healthcare 0.83%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$324K 0.03%
828
+382
127
$319K 0.03%
14,746
-3,844
128
$319K 0.03%
13,279
-18,376
129
$315K 0.03%
4,008
-52
130
$312K 0.03%
1,350
+40
131
$312K 0.03%
7,264
+250
132
$302K 0.03%
10,344
133
$302K 0.03%
2,480
134
$302K 0.03%
3,190
+2
135
$291K 0.03%
1,118
+92
136
$283K 0.03%
1,197
+166
137
$272K 0.03%
2,761
138
$272K 0.03%
19,700
139
$259K 0.03%
1,740
140
$252K 0.03%
5,547
-213
141
$252K 0.03%
2,399
+4
142
$249K 0.03%
+2,457
143
$247K 0.03%
1,456
144
$246K 0.03%
6,412
145
$243K 0.03%
2,058
+529
146
$242K 0.03%
6,442
+3,291
147
$241K 0.02%
+2,250
148
$238K 0.02%
5,605
+1
149
$237K 0.02%
1,192
150
$232K 0.02%
2,074
4 5
6
7 8