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
$833M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.64M
3
+$1.49M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.05M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$978K

Top Sells

1
+$1.54M
2
+$1.32M
3
+$1.1M
4
VTV icon
Vanguard Value ETF
VTV
+$1.01M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$866K

Sector Composition

1 Technology 6.39%
2 Communication Services 2.86%
3 Consumer Discretionary 2.3%
4 Healthcare 0.9%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$190K 0.02%
1,325
+331
152
$189K 0.02%
1,000
153
$187K 0.02%
69,355
154
$186K 0.02%
1,450
155
$185K 0.02%
1,663
+165
156
$183K 0.02%
2,007
157
$183K 0.02%
545
-143
158
$182K 0.02%
2,582
159
$182K 0.02%
1,099
+29
160
$180K 0.02%
1,665
161
$179K 0.02%
15,558
162
$173K 0.02%
2,074
163
$167K 0.02%
2,317
+312
164
$162K 0.02%
1,850
-5,078
165
$161K 0.02%
1,000
166
$160K 0.02%
2,264
167
$159K 0.02%
2,643
168
$155K 0.02%
6,927
169
$153K 0.02%
896
170
$151K 0.02%
434
171
$147K 0.02%
2,164
172
$147K 0.02%
2,100
-44
173
$140K 0.02%
835
174
$140K 0.02%
33,048
-2,360
175
$138K 0.02%
+1,234
5 6
7
8 9