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
$911M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.98M
3
+$1.82M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$951K
5
VTV icon
Vanguard Value ETF
VTV
+$873K

Top Sells

1
+$335K
2
+$273K
3
+$252K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$191K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$188K

Sector Composition

1 Technology 7.42%
2 Communication Services 3.31%
3 Consumer Discretionary 2.81%
4 Healthcare 0.78%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$298K 0.03%
7,297
-302
127
$296K 0.03%
3,839
128
$294K 0.03%
857
129
$294K 0.03%
1,450
130
$286K 0.03%
2,853
131
$281K 0.03%
3,281
+645
132
$280K 0.03%
2,000
133
$269K 0.03%
3,863
134
$267K 0.03%
8,252
135
$267K 0.03%
35,026
+1,978
136
$245K 0.03%
3,674
137
$244K 0.03%
11,031
138
$240K 0.03%
720
+5
139
$235K 0.03%
1,525
140
$234K 0.03%
1,433
+154
141
$230K 0.03%
150
142
$225K 0.02%
1,065
+8
143
$212K 0.02%
1,170
-285
144
$210K 0.02%
1,000
145
$210K 0.02%
5,333
146
$210K 0.02%
6,542
147
$208K 0.02%
1,345
+20
148
$205K 0.02%
4,592
149
$204K 0.02%
2,460
-60
150
$203K 0.02%
526
-19
4 5
6
7 8