GC

Garde Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$802K
3
+$680K
4
TSM icon
TSMC
TSM
+$637K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$466K

Top Sells

1
+$10.7M
2
+$1.58M
3
+$1.5M
4
Z icon
Zillow
Z
+$1.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.23M

Sector Composition

1 Technology 6.88%
2 Communication Services 3.45%
3 Consumer Discretionary 2.22%
4 Financials 0.63%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$400K 0.03%
3,344
127
$390K 0.03%
5,025
128
$389K 0.03%
10,780
+3
129
$389K 0.03%
3,201
130
$375K 0.02%
1,329
-173
131
$374K 0.02%
27,906
132
$371K 0.02%
1,528
133
$366K 0.02%
8,700
134
$365K 0.02%
9,209
135
$364K 0.02%
2,000
136
$353K 0.02%
2,884
137
$335K 0.02%
863
138
$326K 0.02%
3,857
+467
139
$326K 0.02%
2,009
-75
140
$323K 0.02%
2,133
-2,957
141
$321K 0.02%
2,800
142
$308K 0.02%
526
-331
143
$306K 0.02%
606
144
$305K 0.02%
4,189
145
$304K 0.02%
6,013
-643
146
$297K 0.02%
2,363
147
$289K 0.02%
4,994
-332
148
$288K 0.02%
1,870
149
$281K 0.02%
1,000
150
$280K 0.02%
8,085
4 5
6
7 8