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
$967M
AUM Growth
-$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.8M
3
+$3.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.24M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.24M

Top Sells

1
+$4.39M
2
+$441K
3
+$382K
4
CRM icon
Salesforce
CRM
+$257K
5
T icon
AT&T
T
+$188K

Sector Composition

1 Technology 7.53%
2 Communication Services 4.52%
3 Consumer Discretionary 3.15%
4 Healthcare 0.83%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$237K 0.02%
1,192
152
$232K 0.02%
2,074
153
$230K 0.02%
1,556
-120
154
$227K 0.02%
11,077
-3,026
155
$226K 0.02%
2,815
156
$225K 0.02%
3,862
+1
157
$220K 0.02%
3,722
158
$217K 0.02%
1,665
159
$216K 0.02%
6,066
+23
160
$208K 0.02%
14,040
161
$207K 0.02%
150
162
$206K 0.02%
6,000
+16
163
$200K 0.02%
2,641
+45
164
$199K 0.02%
1,979
165
$197K 0.02%
344
166
$190K 0.02%
2,643
167
$189K 0.02%
3,500
-125
168
$187K 0.02%
+389
169
$181K 0.02%
682
170
$177K 0.02%
896
171
$177K 0.02%
1,739
+15
172
$176K 0.02%
880
173
$176K 0.02%
15,558
174
$176K 0.02%
2,790
+48
175
$169K 0.02%
1,450
5 6
7
8 9