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
$1.02B
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.53M
3
+$2.53M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.09M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.88M

Top Sells

1
+$2.89M
2
+$1.12M
3
+$735K
4
TSLA icon
Tesla
TSLA
+$625K
5
AAPL icon
Apple
AAPL
+$487K

Sector Composition

1 Technology 8.44%
2 Communication Services 3.82%
3 Consumer Discretionary 3.15%
4 Healthcare 0.82%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$196K 0.02%
896
177
$195K 0.02%
+10,482
178
$193K 0.02%
1,089
179
$190K 0.02%
2,643
180
$186K 0.02%
+1,000
181
$186K 0.02%
1,070
182
$182K 0.02%
2,582
183
$182K 0.02%
15,558
184
$180K 0.02%
1,469
+509
185
$179K 0.02%
410
-12
186
$177K 0.02%
5,580
-486
187
$173K 0.02%
481
188
$171K 0.02%
+1,615
189
$170K 0.02%
1,000
190
$170K 0.02%
2,668
-122
191
$169K 0.02%
835
192
$168K 0.02%
2,882
+801
193
$165K 0.02%
12,764
+443
194
$163K 0.02%
1,518
-221
195
$158K 0.02%
+3,303
196
$157K 0.02%
4,887
197
$156K 0.02%
4,223
+490
198
$152K 0.01%
902
199
$151K 0.01%
1,450
200
$150K 0.01%
+2,750
6 7
8
9 10