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

Top Buys

1
+$4.25M
2
+$3.8M
3
+$2.38M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.02M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.93M

Top Sells

1
+$2.82M
2
+$1.15M
3
+$709K
4
TSLA icon
Tesla
TSLA
+$595K
5
UBER icon
Uber
UBER
+$490K

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
$255K 0.02%
150
152
$255K 0.02%
1,579
+180
153
$254K 0.02%
10,344
154
$254K 0.02%
490
+101
155
$254K 0.02%
6,000
156
$251K 0.02%
+5,870
157
$249K 0.02%
+6,853
158
$242K 0.02%
2,815
159
$239K 0.02%
2,074
160
$238K 0.02%
11,077
161
$237K 0.02%
2,675
162
$234K 0.02%
10,336
-4,009
163
$231K 0.02%
1,665
164
$230K 0.02%
344
165
$225K 0.02%
1,943
-1,847
166
$225K 0.02%
1,456
167
$222K 0.02%
3,555
-167
168
$217K 0.02%
880
169
$214K 0.02%
1,740
170
$212K 0.02%
1,123
+5
171
$207K 0.02%
1,979
172
$203K 0.02%
3,900
+400
173
$199K 0.02%
682
174
$196K 0.02%
896
175
$195K 0.02%
+10,482
5 6
7
8 9