GC

Garde Capital Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$5.45M
3
+$4.34M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.16M
5
MSFT icon
Microsoft
MSFT
+$3.79M

Top Sells

1
+$3.3M
2
+$2.85M
3
+$2.65M
4
AVGO icon
Broadcom
AVGO
+$2.65M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.27M

Sector Composition

1 Technology 5.99%
2 Communication Services 3.45%
3 Consumer Discretionary 2.02%
4 Financials 0.66%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$651K 0.03%
8,148
-2,766
127
$642K 0.03%
3,550
128
$628K 0.03%
5,571
+716
129
$610K 0.03%
2,160
-161
130
$608K 0.03%
5,899
+515
131
$599K 0.03%
2,534
+104
132
$598K 0.03%
1,850
133
$568K 0.03%
9,489
134
$558K 0.03%
3,631
-928
135
$543K 0.03%
1,528
136
$535K 0.03%
1,154
137
$533K 0.03%
5,937
138
$515K 0.03%
7,704
-7,386
139
$515K 0.03%
8,763
+291
140
$502K 0.03%
30,821
+2,915
141
$501K 0.03%
1,237
-284
142
$496K 0.02%
16,519
143
$476K 0.02%
13,809
+237
144
$469K 0.02%
6,726
+8
145
$467K 0.02%
5,912
-2,511
146
$462K 0.02%
3,344
147
$457K 0.02%
7,002
+3,522
148
$456K 0.02%
1,896
-318
149
$452K 0.02%
567
+104
150
$451K 0.02%
17,527
-599
4 5
6
7 8