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

Top Buys

1
+$4.12M
2
+$3.53M
3
+$2.53M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.09M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.88M

Top Sells

1
+$2.89M
2
+$1.12M
3
+$735K
4
TSLA icon
Tesla
TSLA
+$625K
5
AAPL icon
Apple
AAPL
+$487K

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
$383K 0.04%
675
127
$377K 0.04%
23,935
128
$373K 0.04%
1,350
129
$373K 0.04%
1,415
+15
130
$372K 0.04%
13,663
131
$372K 0.04%
3,446
+685
132
$367K 0.04%
3,260
+1,010
133
$365K 0.04%
3,191
134
$365K 0.04%
3,908
-100
135
$365K 0.04%
8,442
136
$335K 0.03%
6,647
+2,235
137
$332K 0.03%
21,011
-3,963
138
$325K 0.03%
4,189
-211
139
$312K 0.03%
2,362
140
$311K 0.03%
2,206
+148
141
$303K 0.03%
3,193
+3
142
$296K 0.03%
13,971
-775
143
$292K 0.03%
1,192
144
$288K 0.03%
+10,697
145
$283K 0.03%
19,700
146
$271K 0.03%
2,480
147
$269K 0.03%
6,412
148
$266K 0.03%
2,576
-65
149
$264K 0.03%
1,036
-161
150
$263K 0.03%
5,551
+4
4 5
6
7 8