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
$1.31B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.72M
3
+$5.71M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$4.91M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$4.39M

Top Sells

1
+$14.9M
2
+$7.25M
3
+$3.06M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$2.38M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.03M

Sector Composition

1 Technology 6.91%
2 Communication Services 2.76%
3 Consumer Discretionary 2.52%
4 Financials 0.62%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$187K 0.01%
+1,800
177
$184K 0.01%
362
178
$183K 0.01%
428
+117
179
$182K 0.01%
150
180
$182K 0.01%
4,802
-520
181
$181K 0.01%
+1,230
182
$180K 0.01%
2,643
183
$180K 0.01%
340
+17
184
$179K 0.01%
+2,700
185
$178K 0.01%
5,752
186
$169K 0.01%
1,043
+130
187
$169K 0.01%
500
188
$169K 0.01%
+2,909
189
$166K 0.01%
+1,608
190
$166K 0.01%
1,313
+79
191
$166K 0.01%
+2,219
192
$165K 0.01%
+1,115
193
$165K 0.01%
+1,238
194
$164K 0.01%
4,077
-1,373
195
$160K 0.01%
69,355
196
$160K 0.01%
3,054
+672
197
$159K 0.01%
+737
198
$154K 0.01%
3,820
-567
199
$144K 0.01%
1,049
+31
200
$144K 0.01%
1,577
6 7
8
9 10