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
$1.31B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.72M
3
+$5.71M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$4.91M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$4.39M

Top Sells

1
+$14.9M
2
+$7.25M
3
+$3.06M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$2.38M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.03M

Sector Composition

1 Technology 6.91%
2 Communication Services 2.76%
3 Consumer Discretionary 2.52%
4 Financials 0.62%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$268K 0.02%
1,727
-2,675
152
$255K 0.02%
+1,870
153
$254K 0.02%
1,090
+205
154
$253K 0.02%
1,693
+630
155
$249K 0.02%
514
+65
156
$248K 0.02%
2,360
157
$247K 0.02%
4,128
-2,346
158
$240K 0.02%
11,031
159
$239K 0.02%
+2,096
160
$236K 0.02%
1,604
+236
161
$229K 0.02%
6,090
+930
162
$225K 0.02%
1,000
163
$217K 0.02%
2,074
164
$211K 0.02%
2,052
+36
165
$210K 0.02%
863
+18
166
$209K 0.02%
15,000
+5,000
167
$209K 0.02%
2,019
+19
168
$208K 0.02%
1,665
169
$207K 0.02%
2,007
170
$205K 0.02%
1,858
+262
171
$203K 0.02%
1,511
+400
172
$200K 0.02%
896
173
$198K 0.02%
1,761
174
$193K 0.01%
1,326
+216
175
$188K 0.01%
6,513
-100
5 6
7
8 9