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

Top Buys

1
+$6M
2
+$4.8M
3
+$3.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.24M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.24M

Top Sells

1
+$4.39M
2
+$441K
3
+$382K
4
CRM icon
Salesforce
CRM
+$257K
5
T icon
AT&T
T
+$188K

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
$329K 0.03%
+971
127
$329K 0.03%
8,442
128
$324K 0.03%
828
+382
129
$319K 0.03%
14,746
-3,844
130
$319K 0.03%
13,279
-18,376
131
$315K 0.03%
4,008
-52
132
$312K 0.03%
1,350
+40
133
$312K 0.03%
7,264
+250
134
$302K 0.03%
10,344
135
$302K 0.03%
2,480
136
$302K 0.03%
3,190
+2
137
$291K 0.03%
1,118
+92
138
$283K 0.03%
1,197
+166
139
$272K 0.03%
2,761
140
$272K 0.03%
19,700
141
$259K 0.03%
1,740
142
$252K 0.03%
5,547
-213
143
$252K 0.03%
2,399
+4
144
$249K 0.03%
+2,457
145
$247K 0.03%
1,456
146
$246K 0.03%
6,412
147
$243K 0.03%
2,058
+529
148
$242K 0.03%
6,442
+3,291
149
$241K 0.02%
+2,250
150
$238K 0.02%
5,605
+1
4 5
6
7 8