GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
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
+$20.7M
2
+$7.39M
3
+$5.48M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.26M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.75M

Top Sells

1
+$27.6M
2
+$5.89M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.1M

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
$203K 0.02%
8,888
+827
152
$202K 0.02%
1,456
153
$200K 0.02%
3,000
154
$190K 0.02%
14,240
+400
155
$187K 0.02%
4,128
+645
156
$183K 0.02%
1,528
+201
157
$182K 0.02%
1,872
-31
158
$181K 0.02%
486
+40
159
$173K 0.02%
150
160
$169K 0.02%
2,695
+465
161
$166K 0.02%
880
162
$165K 0.02%
4,395
+50
163
$161K 0.02%
896
164
$159K 0.02%
4,887
165
$159K 0.02%
+5,922
166
$157K 0.02%
344
167
$156K 0.02%
+13,701
168
$155K 0.02%
434
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169
$153K 0.02%
2,298
170
$152K 0.02%
2,675
171
$142K 0.02%
+3,562
172
$141K 0.02%
1,907
+6
173
$138K 0.02%
835
174
$136K 0.02%
400
175
$135K 0.02%
3,464
-12
5 6
7
8 9