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
$822M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$3.98M
3
+$3.41M
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.92M

Top Sells

1
+$5.45M
2
+$2.03M
3
+$2.01M
4
CVX icon
Chevron
CVX
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Sector Composition

1 Technology 6.92%
2 Communication Services 3.13%
3 Consumer Discretionary 2.5%
4 Financials 0.85%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$206K 0.03%
11,031
152
$205K 0.02%
6,412
153
$198K 0.02%
2,164
154
$193K 0.02%
1,701
-98
155
$192K 0.02%
4,592
156
$191K 0.02%
462
-29
157
$188K 0.02%
2,582
158
$187K 0.02%
344
-15
159
$185K 0.02%
880
160
$182K 0.02%
613
+300
161
$180K 0.02%
19,885
-2,126
162
$179K 0.02%
2,007
+28
163
$177K 0.02%
1,626
-580
164
$175K 0.02%
1,665
165
$172K 0.02%
150
166
$172K 0.02%
1,946
-12
167
$171K 0.02%
670
-12
168
$168K 0.02%
19,397
169
$168K 0.02%
5,302
-825
170
$166K 0.02%
1,070
171
$164K 0.02%
2,074
172
$163K 0.02%
1,000
173
$161K 0.02%
2,500
174
$160K 0.02%
15,558
175
$159K 0.02%
7,584
-2,760
5 6
7
8 9