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
$1.2B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$85.9M
2
+$54.6M
3
+$28.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.9M
5
VTV icon
Vanguard Value ETF
VTV
+$5.51M

Top Sells

1
+$634K
2
+$592K
3
+$529K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$486K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$473K

Sector Composition

1 Technology 6.93%
2 Communication Services 2.85%
3 Consumer Discretionary 2.6%
4 Healthcare 0.96%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$224K 0.02%
2,293
+1,081
177
$224K 0.02%
1,018
-47
178
$221K 0.02%
6,542
179
$220K 0.02%
450
-76
180
$220K 0.02%
1,000
181
$211K 0.02%
5,333
182
$202K 0.02%
+7,063
183
$201K 0.02%
1,070
-29
184
$200K 0.02%
2,074
185
$197K 0.02%
4,357
-235
186
$197K 0.02%
150
187
$196K 0.02%
2,836
-838
188
$193K 0.02%
880
189
$193K 0.02%
1,110
-60
190
$191K 0.02%
2,007
191
$191K 0.02%
1,665
192
$189K 0.02%
428
-22
193
$186K 0.02%
896
194
$179K 0.01%
344
195
$179K 0.01%
1,848
+91
196
$173K 0.01%
362
197
$172K 0.01%
2,643
198
$171K 0.01%
1,571
-89
199
$171K 0.01%
1,338
200
$169K 0.01%
55,000
6 7
8
9 10