GC

Garde Capital Portfolio holdings

AUM $1.63B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.57M
3
+$8.33M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$5.93M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.86M

Top Sells

1
+$5.05M
2
+$4.36M
3
+$2.16M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.26M
5
AAPL icon
Apple
AAPL
+$1M

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
$276K 0.02%
1,870
152
$276K 0.02%
2,500
+448
153
$272K 0.02%
2,360
154
$259K 0.02%
863
155
$250K 0.02%
1,000
156
$250K 0.02%
11,031
157
$247K 0.02%
2,096
158
$237K 0.02%
2,019
159
$236K 0.02%
2,074
160
$231K 0.02%
1,123
+80
161
$224K 0.02%
1,115
162
$223K 0.02%
896
-194
163
$222K 0.02%
1,080
-418
164
$221K 0.02%
896
165
$219K 0.02%
3,038
+1,373
166
$217K 0.02%
1,194
-533
167
$217K 0.02%
500
168
$216K 0.02%
3,390
-1,405
169
$209K 0.01%
15,000
170
$206K 0.01%
3,425
+516
171
$205K 0.01%
1,444
-160
172
$202K 0.01%
1,552
-113
173
$202K 0.01%
1,230
174
$201K 0.01%
362
175
$199K 0.01%
150
5 6
7
8 9