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
$1.43B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.94M
3
+$8.66M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$6.22M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.01M

Top Sells

1
+$5.3M
2
+$4.64M
3
+$2.25M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.29M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.01M

Sector Composition

1 Technology 6.69%
2 Communication Services 2.44%
3 Consumer Discretionary 2.4%
4 Financials 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$387K 0.03%
10,209
127
$379K 0.03%
2,884
128
$375K 0.03%
8,844
129
$374K 0.03%
6,557
-12,708
130
$369K 0.03%
+235,588
131
$368K 0.03%
3,343
-1
132
$362K 0.03%
5,970
133
$356K 0.02%
8,700
134
$350K 0.02%
2,000
135
$348K 0.02%
14,357
136
$343K 0.02%
5,025
137
$340K 0.02%
19,700
138
$339K 0.02%
55,000
139
$335K 0.02%
622
-30
140
$329K 0.02%
2,084
141
$320K 0.02%
2,552
-1
142
$318K 0.02%
24,000
143
$316K 0.02%
4,189
144
$315K 0.02%
1,015
145
$314K 0.02%
1,528
-267
146
$312K 0.02%
+8,085
147
$302K 0.02%
760
+39
148
$302K 0.02%
3,301
+100
149
$294K 0.02%
2,800
150
$281K 0.02%
5,639
-467
4 5
6
7 8