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
$865M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$8.68M
3
+$5.23M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.23M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.76M

Top Sells

1
+$30.2M
2
+$6.19M
3
+$1.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.35M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M

Sector Composition

1 Technology 6.67%
2 Communication Services 4.98%
3 Consumer Discretionary 3.04%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$202K 0.02%
1,456
152
$200K 0.02%
3,000
153
$190K 0.02%
14,240
+400
154
$187K 0.02%
4,128
+645
155
$183K 0.02%
1,528
+201
156
$182K 0.02%
1,872
-31
157
$181K 0.02%
486
+40
158
$173K 0.02%
150
159
$169K 0.02%
2,695
+465
160
$166K 0.02%
880
161
$165K 0.02%
4,395
+50
162
$161K 0.02%
896
163
$159K 0.02%
4,887
164
$159K 0.02%
+5,922
165
$157K 0.02%
344
166
$156K 0.02%
+13,701
167
$155K 0.02%
434
-108
168
$153K 0.02%
2,298
169
$152K 0.02%
2,675
170
$142K 0.02%
+3,562
171
$141K 0.02%
1,907
+6
172
$138K 0.02%
835
173
$136K 0.02%
400
174
$135K 0.02%
3,464
-12
175
$132K 0.02%
+2,018
5 6
7
8 9