GC

Garde Capital Portfolio holdings

AUM $1.63B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.57M
3
+$8.33M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$5.93M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.86M

Top Sells

1
+$5.05M
2
+$4.36M
3
+$2.16M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.26M
5
AAPL icon
Apple
AAPL
+$1M

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
$379K 0.03%
2,884
127
$375K 0.03%
8,844
128
$374K 0.03%
+6,557
129
$369K 0.03%
+235,588
130
$368K 0.03%
3,343
-1
131
$362K 0.03%
5,970
132
$356K 0.02%
8,700
133
$350K 0.02%
2,000
134
$348K 0.02%
14,357
135
$343K 0.02%
5,025
136
$340K 0.02%
19,700
137
$339K 0.02%
55,000
138
$335K 0.02%
622
-30
139
$329K 0.02%
2,084
140
$320K 0.02%
2,552
-1
141
$318K 0.02%
24,000
142
$316K 0.02%
4,189
143
$315K 0.02%
1,015
144
$314K 0.02%
1,528
-267
145
$312K 0.02%
+8,085
146
$302K 0.02%
3,301
+100
147
$302K 0.02%
760
+39
148
$294K 0.02%
2,800
149
$281K 0.02%
5,639
-467
150
$280K 0.02%
4,013
-1,098
4 5
6
7 8