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

Top Buys

1
+$23.7M
2
+$8.68M
3
+$5.23M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.23M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.76M

Top Sells

1
+$30.2M
2
+$6.19M
3
+$1.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.35M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M

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
$130K 0.02%
1,070
177
$128K 0.01%
+2,760
178
$128K 0.01%
599
179
$128K 0.01%
+7,700
180
$128K 0.01%
4,000
181
$128K 0.01%
2,000
-431,361
182
$125K 0.01%
1,000
183
$124K 0.01%
+478
184
$123K 0.01%
600
185
$120K 0.01%
+1,851
186
$117K 0.01%
+919
187
$117K 0.01%
+6,800
188
$115K 0.01%
780
+59
189
$114K 0.01%
1,450
190
$113K 0.01%
+844
191
$112K 0.01%
+2,440
192
$111K 0.01%
1,000
193
$107K 0.01%
1,485
194
$107K 0.01%
+3,151
195
$105K 0.01%
+438
196
$105K 0.01%
+554
197
$104K 0.01%
+3,031
198
$104K 0.01%
895
199
$103K 0.01%
2,066
+9
200
$103K 0.01%
+849
5 6 7
8
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