GC

Garde Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$802K
3
+$680K
4
TSM icon
TSMC
TSM
+$637K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$466K

Top Sells

1
+$10.7M
2
+$1.58M
3
+$1.5M
4
Z icon
Zillow
Z
+$1.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.23M

Sector Composition

1 Technology 6.88%
2 Communication Services 3.45%
3 Consumer Discretionary 2.22%
4 Financials 0.63%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$278K 0.02%
235,588
152
$277K 0.02%
2,313
+1
153
$277K 0.02%
3,763
154
$275K 0.02%
1,015
155
$264K 0.02%
955
+59
156
$253K 0.02%
24,000
157
$250K 0.02%
1,464
158
$248K 0.02%
896
159
$245K 0.02%
2,019
160
$244K 0.02%
2,732
161
$243K 0.02%
2,074
162
$242K 0.02%
3,732
-351
163
$235K 0.02%
500
164
$230K 0.02%
1,857
165
$225K 0.01%
3,605
-500
166
$225K 0.01%
150
167
$224K 0.01%
1,135
168
$223K 0.01%
4,369
169
$221K 0.01%
1,230
170
$216K 0.01%
1,552
171
$212K 0.01%
2,700
172
$207K 0.01%
+796
173
$198K 0.01%
2,643
174
$195K 0.01%
1,812
175
$192K 0.01%
311
5 6
7
8 9