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

Top Buys

1
+$4.25M
2
+$3.8M
3
+$2.38M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.02M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.93M

Top Sells

1
+$2.82M
2
+$1.15M
3
+$709K
4
TSLA icon
Tesla
TSLA
+$595K
5
UBER icon
Uber
UBER
+$490K

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
$193K 0.02%
1,089
177
$190K 0.02%
2,643
178
$186K 0.02%
+1,000
179
$186K 0.02%
1,070
180
$182K 0.02%
2,582
181
$182K 0.02%
15,558
182
$180K 0.02%
1,469
+509
183
$179K 0.02%
410
-12
184
$177K 0.02%
5,580
-486
185
$173K 0.02%
481
186
$171K 0.02%
+1,615
187
$170K 0.02%
1,000
188
$170K 0.02%
2,668
-122
189
$169K 0.02%
835
190
$168K 0.02%
2,882
+801
191
$165K 0.02%
12,764
+443
192
$163K 0.02%
1,518
-221
193
$158K 0.02%
+3,303
194
$157K 0.02%
4,887
195
$156K 0.02%
4,223
+490
196
$152K 0.01%
902
197
$151K 0.01%
1,450
198
$150K 0.01%
+2,750
199
$149K 0.01%
1,254
-302
200
$145K 0.01%
2,144
6 7
8
9 10