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
$1.43B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.94M
3
+$8.66M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$6.22M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.01M

Top Sells

1
+$5.3M
2
+$4.64M
3
+$2.25M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.29M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.01M

Sector Composition

1 Technology 6.69%
2 Communication Services 2.44%
3 Consumer Discretionary 2.4%
4 Financials 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$199K 0.01%
150
177
$194K 0.01%
2,700
178
$190K 0.01%
4,369
+549
179
$189K 0.01%
2,643
180
$186K 0.01%
1,812
-195
181
$186K 0.01%
1,294
-217
182
$181K 0.01%
359
-182
183
$181K 0.01%
5,752
184
$180K 0.01%
311
-29
185
$177K 0.01%
1,737
+160
186
$176K 0.01%
1,554
-304
187
$176K 0.01%
1,761
188
$175K 0.01%
1,327
+14
189
$174K 0.01%
2,907
-147
190
$173K 0.01%
6,268
-245
191
$171K 0.01%
69,355
192
$169K 0.01%
7,505
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193
$165K 0.01%
4,802
194
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3,761
-2,329
195
$156K 0.01%
991
-702
196
$151K 0.01%
+3,800
197
$151K 0.01%
885
-129
198
$147K 0.01%
7,245
199
$146K 0.01%
1,107
+58
200
$146K 0.01%
739
6 7
8
9 10