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
$1.43B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.94M
3
+$8.66M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$6.22M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.01M

Top Sells

1
+$5.3M
2
+$4.64M
3
+$2.25M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.29M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.01M

Sector Composition

1 Technology 6.69%
2 Communication Services 2.44%
3 Consumer Discretionary 2.4%
4 Financials 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$280K 0.02%
4,013
-1,098
152
$276K 0.02%
2,500
+448
153
$276K 0.02%
1,870
154
$272K 0.02%
2,360
155
$259K 0.02%
863
156
$250K 0.02%
11,031
157
$250K 0.02%
1,000
158
$247K 0.02%
2,096
159
$237K 0.02%
2,019
160
$236K 0.02%
2,074
161
$231K 0.02%
1,123
+80
162
$224K 0.02%
1,115
163
$223K 0.02%
896
-194
164
$222K 0.02%
1,080
-418
165
$221K 0.02%
896
166
$219K 0.02%
3,038
+1,373
167
$217K 0.02%
1,194
-533
168
$217K 0.02%
500
169
$216K 0.02%
3,390
-1,405
170
$209K 0.01%
15,000
171
$206K 0.01%
3,425
+516
172
$205K 0.01%
1,444
-160
173
$202K 0.01%
1,552
-113
174
$202K 0.01%
1,230
175
$201K 0.01%
362
5 6
7
8 9