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
$1.02B
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.53M
3
+$2.53M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.09M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.88M

Top Sells

1
+$2.89M
2
+$1.12M
3
+$735K
4
TSLA icon
Tesla
TSLA
+$625K
5
AAPL icon
Apple
AAPL
+$487K

Sector Composition

1 Technology 8.44%
2 Communication Services 3.82%
3 Consumer Discretionary 3.15%
4 Healthcare 0.82%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$260K 0.03%
2,404
+5
152
$256K 0.03%
3,863
+1
153
$255K 0.02%
150
154
$255K 0.02%
1,579
+180
155
$254K 0.02%
10,344
156
$254K 0.02%
490
+101
157
$254K 0.02%
6,000
158
$251K 0.02%
+5,870
159
$249K 0.02%
+6,853
160
$242K 0.02%
2,815
161
$239K 0.02%
2,074
162
$238K 0.02%
11,077
163
$237K 0.02%
2,675
164
$234K 0.02%
10,336
-4,009
165
$231K 0.02%
1,665
166
$230K 0.02%
344
167
$225K 0.02%
1,943
-1,847
168
$225K 0.02%
1,456
169
$222K 0.02%
3,555
-167
170
$217K 0.02%
880
171
$214K 0.02%
1,740
172
$212K 0.02%
1,123
+5
173
$207K 0.02%
1,979
174
$203K 0.02%
3,900
+400
175
$199K 0.02%
682
5 6
7
8 9