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
$822M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$3.98M
3
+$3.41M
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.92M

Top Sells

1
+$5.45M
2
+$2.03M
3
+$2.01M
4
CVX icon
Chevron
CVX
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Sector Composition

1 Technology 6.92%
2 Communication Services 3.13%
3 Consumer Discretionary 2.5%
4 Financials 0.85%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$303K 0.04%
3,908
127
$298K 0.04%
14,115
-2,411
128
$291K 0.04%
1,670
-355
129
$289K 0.04%
+10,009
130
$283K 0.03%
2,993
-210
131
$279K 0.03%
19,700
132
$278K 0.03%
857
133
$268K 0.03%
2,281
-892
134
$264K 0.03%
12,370
135
$259K 0.03%
1,692
136
$258K 0.03%
7,488
137
$257K 0.03%
1,450
138
$256K 0.03%
+13,800
139
$254K 0.03%
779
-35
140
$252K 0.03%
688
+15
141
$251K 0.03%
2,853
-407
142
$240K 0.03%
3,863
143
$239K 0.03%
52,000
+12,000
144
$236K 0.03%
1,198
+84
145
$233K 0.03%
10,697
146
$230K 0.03%
2,404
147
$220K 0.03%
715
-251
148
$216K 0.03%
616
149
$216K 0.03%
69,355
150
$212K 0.03%
4,432
+1,549
4 5
6
7 8