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
$911M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.98M
3
+$1.82M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$951K
5
VTV icon
Vanguard Value ETF
VTV
+$873K

Top Sells

1
+$335K
2
+$273K
3
+$252K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$191K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$188K

Sector Composition

1 Technology 7.42%
2 Communication Services 3.31%
3 Consumer Discretionary 2.81%
4 Healthcare 0.78%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$149K 0.02%
24,542
177
$144K 0.02%
+2,192
178
$142K 0.02%
1,234
179
$139K 0.02%
172
180
$139K 0.02%
2,005
-312
181
$136K 0.01%
2,022
-78
182
$134K 0.01%
1,260
183
$134K 0.01%
1,338
-98
184
$133K 0.01%
1,800
185
$133K 0.01%
1,385
-51
186
$130K 0.01%
1,271
187
$129K 0.01%
2,010
-260
188
$129K 0.01%
2,345
-21
189
$128K 0.01%
955
190
$126K 0.01%
+14,909
191
$121K 0.01%
1,003
192
$116K 0.01%
739
193
$116K 0.01%
308
-21
194
$115K 0.01%
600
195
$114K 0.01%
1,135
196
$114K 0.01%
2,322
-342
197
$113K 0.01%
345
198
$113K 0.01%
902
199
$113K 0.01%
1,831
200
$111K 0.01%
+895
5 6 7
8
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