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
$967M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.27M
3
+$3.2M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.87M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.83M

Top Sells

1
+$2.48M
2
+$1.07M
3
+$726K
4
JWN
Nordstrom
JWN
+$347K
5
RSI icon
Rush Street Interactive
RSI
+$309K

Sector Composition

1 Technology 6.6%
2 Communication Services 5.75%
3 Consumer Discretionary 3.05%
4 Healthcare 0.87%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$230K 0.02%
1,456
152
$227K 0.02%
2,815
153
$222K 0.02%
1,192
154
$221K 0.02%
1,665
-67
155
$219K 0.02%
5,984
+1,984
156
$219K 0.02%
550
-40
157
$209K 0.02%
1,979
-125
158
$209K 0.02%
+1,450
159
$208K 0.02%
150
160
$207K 0.02%
+2,170
161
$203K 0.02%
3,625
-97
162
$193K 0.02%
+2,643
163
$188K 0.02%
8,640
-248
164
$185K 0.02%
15,558
-1,799
165
$184K 0.02%
682
+244
166
$180K 0.02%
2,742
+47
167
$179K 0.02%
446
-40
168
$179K 0.02%
1,724
-148
169
$177K 0.02%
1,529
+1
170
$176K 0.02%
481
+47
171
$176K 0.02%
896
172
$175K 0.02%
880
173
$174K 0.02%
344
174
$169K 0.02%
2,582
-418
175
$169K 0.02%
6,989
+1,067
5 6
7
8 9