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
$822M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$3.98M
3
+$3.41M
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.92M

Top Sells

1
+$5.45M
2
+$2.03M
3
+$2.01M
4
CVX icon
Chevron
CVX
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Sector Composition

1 Technology 6.92%
2 Communication Services 3.13%
3 Consumer Discretionary 2.5%
4 Financials 0.85%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$157K 0.02%
2,675
177
$155K 0.02%
896
178
$154K 0.02%
2,005
-51
179
$152K 0.02%
2,643
180
$152K 0.02%
2,144
181
$150K 0.02%
1,000
182
$149K 0.02%
2,943
183
$148K 0.02%
2,593
+1,000
184
$143K 0.02%
1,705
+353
185
$143K 0.02%
1,800
186
$141K 0.02%
1,089
187
$141K 0.02%
26,762
+878
188
$139K 0.02%
4,094
189
$137K 0.02%
434
-71
190
$137K 0.02%
1,498
191
$134K 0.02%
4,887
-62
192
$132K 0.02%
1,693
193
$131K 0.02%
6,250
-1,923
194
$131K 0.02%
3,336
+18
195
$130K 0.02%
5,963
-713
196
$128K 0.02%
1,260
-209
197
$125K 0.02%
1,492
198
$123K 0.02%
600
199
$121K 0.01%
2,750
200
$119K 0.01%
+1,761
6 7
8
9 10