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
$911M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.98M
3
+$1.82M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$951K
5
VTV icon
Vanguard Value ETF
VTV
+$873K

Top Sells

1
+$335K
2
+$273K
3
+$252K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$191K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$188K

Sector Composition

1 Technology 7.42%
2 Communication Services 3.31%
3 Consumer Discretionary 2.81%
4 Healthcare 0.78%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$198K 0.02%
344
-15
152
$196K 0.02%
880
153
$196K 0.02%
55,000
+3,000
154
$195K 0.02%
+13,219
155
$191K 0.02%
1,000
156
$189K 0.02%
2,074
157
$188K 0.02%
2,007
158
$183K 0.02%
1,665
159
$183K 0.02%
1,099
160
$180K 0.02%
15,558
161
$177K 0.02%
1,663
162
$176K 0.02%
1,577
-1,000
163
$175K 0.02%
69,355
164
$174K 0.02%
450
+120
165
$170K 0.02%
2,643
166
$168K 0.02%
1,660
-126
167
$168K 0.02%
896
168
$166K 0.02%
362
-100
169
$163K 0.02%
2,582
170
$162K 0.02%
1,757
+230
171
$158K 0.02%
434
172
$154K 0.02%
7,761
-9,631
173
$154K 0.02%
835
174
$153K 0.02%
1,851
+1
175
$153K 0.02%
2,264
5 6
7
8 9