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
$1.02B
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.8M
3
+$2.38M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.02M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.93M

Top Sells

1
+$2.82M
2
+$1.15M
3
+$709K
4
TSLA icon
Tesla
TSLA
+$595K
5
UBER icon
Uber
UBER
+$490K

Sector Composition

1 Technology 8.44%
2 Communication Services 3.82%
3 Consumer Discretionary 3.15%
4 Healthcare 0.82%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$373K 0.04%
1,350
127
$373K 0.04%
1,415
+15
128
$372K 0.04%
13,663
129
$372K 0.04%
3,446
+685
130
$367K 0.04%
3,260
+1,010
131
$365K 0.04%
3,191
132
$365K 0.04%
3,908
-100
133
$365K 0.04%
8,442
134
$335K 0.03%
6,647
+2,235
135
$332K 0.03%
21,011
-3,963
136
$325K 0.03%
4,189
-211
137
$312K 0.03%
2,362
138
$311K 0.03%
2,206
+148
139
$303K 0.03%
3,193
+3
140
$296K 0.03%
13,971
-775
141
$292K 0.03%
1,192
142
$288K 0.03%
+10,697
143
$283K 0.03%
19,700
144
$271K 0.03%
2,480
145
$269K 0.03%
6,412
146
$266K 0.03%
2,576
-65
147
$264K 0.03%
1,036
-161
148
$263K 0.03%
5,551
+4
149
$260K 0.03%
2,404
+5
150
$256K 0.03%
3,863
+1
4 5
6
7 8