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
$1.2B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$85.9M
2
+$54.6M
3
+$28.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.9M
5
VTV icon
Vanguard Value ETF
VTV
+$5.51M

Top Sells

1
+$634K
2
+$592K
3
+$529K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$486K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$473K

Sector Composition

1 Technology 6.93%
2 Communication Services 2.85%
3 Consumer Discretionary 2.6%
4 Healthcare 0.96%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$468K 0.04%
+2,175
127
$460K 0.04%
+8,140
128
$460K 0.04%
7,400
+5,378
129
$450K 0.04%
13,454
+1
130
$448K 0.04%
+28,119
131
$442K 0.04%
4,059
132
$439K 0.04%
1,943
133
$438K 0.04%
8,571
-100
134
$438K 0.04%
+1,500
135
$437K 0.04%
9,930
-600
136
$435K 0.04%
+8,400
137
$405K 0.03%
1,633
138
$403K 0.03%
26,289
+11,380
139
$402K 0.03%
857
140
$401K 0.03%
+5,800
141
$399K 0.03%
23,169
142
$397K 0.03%
4,425
143
$382K 0.03%
3,384
144
$378K 0.03%
5,000
145
$377K 0.03%
7,295
-234
146
$369K 0.03%
827
-16
147
$368K 0.03%
1,502
148
$363K 0.03%
24,000
-18
149
$359K 0.03%
+4,208
150
$359K 0.03%
40,646
+5,620
4 5
6
7 8