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
$833M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.64M
3
+$1.49M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.05M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$978K

Top Sells

1
+$1.54M
2
+$1.32M
3
+$1.1M
4
VTV icon
Vanguard Value ETF
VTV
+$1.01M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$866K

Sector Composition

1 Technology 6.39%
2 Communication Services 2.86%
3 Consumer Discretionary 2.3%
4 Healthcare 0.9%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$137K 0.02%
+638
177
$133K 0.02%
+172
178
$133K 0.02%
1,260
179
$132K 0.02%
1,527
+30
180
$131K 0.02%
1,800
181
$130K 0.02%
+955
182
$127K 0.02%
+2,270
183
$127K 0.02%
2,500
184
$126K 0.02%
2,664
+342
185
$124K 0.01%
2,750
186
$124K 0.01%
1,436
-510
187
$123K 0.01%
1,003
188
$122K 0.01%
2,366
+13
189
$118K 0.01%
345
190
$117K 0.01%
+746
191
$116K 0.01%
+329
192
$113K 0.01%
646
193
$113K 0.01%
24,542
-2,220
194
$112K 0.01%
1,271
-336
195
$112K 0.01%
1,135
-4,745
196
$110K 0.01%
1,101
+12
197
$110K 0.01%
739
198
$110K 0.01%
2,780
199
$109K 0.01%
+10,091
200
$109K 0.01%
+1,831
5 6 7
8
9