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
$1.2B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$85.9M
2
+$54.6M
3
+$28.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.9M
5
VTV icon
Vanguard Value ETF
VTV
+$5.51M

Top Sells

1
+$634K
2
+$592K
3
+$529K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$486K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$473K

Sector Composition

1 Technology 6.93%
2 Communication Services 2.85%
3 Consumer Discretionary 2.6%
4 Healthcare 0.96%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$357K 0.03%
9,469
152
$340K 0.03%
4,189
153
$331K 0.03%
6,518
154
$326K 0.03%
18,781
+5,562
155
$321K 0.03%
3,344
156
$320K 0.03%
1,795
157
$312K 0.03%
3,201
-198
158
$311K 0.03%
14,357
159
$309K 0.03%
616
160
$303K 0.03%
2,853
161
$298K 0.02%
2,000
162
$294K 0.02%
19,700
163
$293K 0.02%
10,209
-7,143
164
$293K 0.02%
+5,300
165
$284K 0.02%
+3,680
166
$279K 0.02%
1,450
167
$277K 0.02%
3,281
168
$274K 0.02%
3,763
-100
169
$262K 0.02%
1,491
+146
170
$255K 0.02%
+1,199
171
$248K 0.02%
720
172
$248K 0.02%
8,252
173
$235K 0.02%
1,000
174
$230K 0.02%
11,031
175
$225K 0.02%
1,433
5 6
7
8 9