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
$865M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.39M
3
+$5.48M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.26M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.75M

Top Sells

1
+$27.6M
2
+$5.89M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.1M

Sector Composition

1 Technology 6.67%
2 Communication Services 4.98%
3 Consumer Discretionary 3.04%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$132K 0.02%
+2,018
177
$130K 0.02%
1,070
178
$128K 0.01%
+2,760
179
$128K 0.01%
599
180
$128K 0.01%
+7,700
181
$128K 0.01%
4,000
182
$128K 0.01%
2,000
-431,361
183
$125K 0.01%
1,000
184
$124K 0.01%
+478
185
$123K 0.01%
600
186
$120K 0.01%
+1,851
187
$117K 0.01%
+919
188
$117K 0.01%
+6,800
189
$115K 0.01%
780
+59
190
$114K 0.01%
1,450
191
$113K 0.01%
+844
192
$112K 0.01%
+2,440
193
$111K 0.01%
1,000
194
$107K 0.01%
1,485
195
$107K 0.01%
+3,151
196
$105K 0.01%
+438
197
$105K 0.01%
+554
198
$104K 0.01%
+3,031
199
$104K 0.01%
895
200
$103K 0.01%
2,066
+9
5 6 7
8
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