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
$967M
AUM Growth
-$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.8M
3
+$3.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.24M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.24M

Top Sells

1
+$4.39M
2
+$441K
3
+$382K
4
CRM icon
Salesforce
CRM
+$257K
5
T icon
AT&T
T
+$188K

Sector Composition

1 Technology 7.53%
2 Communication Services 4.52%
3 Consumer Discretionary 3.15%
4 Healthcare 0.83%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$167K 0.02%
481
177
$166K 0.02%
422
+165
178
$162K 0.02%
2,582
179
$162K 0.02%
1,070
180
$159K 0.02%
12,321
+578
181
$158K 0.02%
1,030
+249
182
$157K 0.02%
1,089
183
$157K 0.02%
4,412
-2,502
184
$154K 0.02%
4,745
+350
185
$153K 0.02%
2,675
186
$149K 0.02%
1,000
187
$147K 0.02%
1,690
-973
188
$144K 0.01%
4,887
189
$144K 0.01%
835
190
$139K 0.01%
3,733
+1,301
191
$137K 0.01%
+1,621
192
$134K 0.01%
2,144
193
$133K 0.01%
2,018
194
$132K 0.01%
1,702
-468
195
$125K 0.01%
2,081
+15
196
$125K 0.01%
3,562
197
$125K 0.01%
739
198
$122K 0.01%
726
-970
199
$122K 0.01%
2,432
-600
200
$120K 0.01%
+1,867
6 7
8
9 10