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
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$50.1M
3
+$47.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29.3M

Top Sells

1
+$4.16M
2
+$3.37M
3
+$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$389K 0.02%
3,344
152
$387K 0.02%
5,937
-76
153
$385K 0.02%
17,868
-2,106
154
$384K 0.02%
4,174
155
$382K 0.02%
2,283
156
$377K 0.02%
8,700
157
$374K 0.02%
2,884
158
$348K 0.02%
+7,190
159
$346K 0.02%
8,844
160
$345K 0.02%
2,000
161
$334K 0.02%
15,511
-5,583
162
$326K 0.02%
2,800
163
$322K 0.02%
3,550
-38
164
$320K 0.02%
5,840
+637
165
$317K 0.02%
+8,613
166
$306K 0.02%
556
167
$300K 0.02%
1,809
-600
168
$300K 0.02%
2,134
+1
169
$297K 0.02%
9,627
-4,508
170
$288K 0.02%
2,363
171
$287K 0.02%
4,189
172
$280K 0.02%
1,643
+29
173
$280K 0.02%
1,335
174
$276K 0.02%
3,899
+42
175
$276K 0.02%
4,063
-100
5 6
7
8 9