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
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$50.1M
3
+$47.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29.3M

Top Sells

1
+$4.16M
2
+$3.37M
3
+$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$739K 0.04%
2,139
+1,139
127
$720K 0.04%
+31,099
128
$718K 0.04%
+6,464
129
$709K 0.04%
4,160
-200
130
$700K 0.04%
4,639
+9
131
$696K 0.04%
2,235
-2
132
$684K 0.04%
5,305
133
$662K 0.04%
8,136
134
$580K 0.03%
27,906
135
$565K 0.03%
4,748
-335
136
$562K 0.03%
2,380
-600
137
$557K 0.03%
1,521
138
$530K 0.03%
5,902
-158
139
$524K 0.03%
2,245
140
$489K 0.03%
7,708
-695
141
$488K 0.03%
8,472
142
$485K 0.03%
1,154
143
$484K 0.03%
5,025
144
$480K 0.03%
15,196
+988
145
$479K 0.03%
11,479
146
$473K 0.03%
5,383
+1
147
$459K 0.03%
13,572
148
$440K 0.02%
1,528
149
$436K 0.02%
2,905
-104
150
$431K 0.02%
1,766
+25
4 5
6
7 8