GC

Garde Capital Portfolio holdings

AUM $1.63B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.57M
3
+$8.33M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$5.93M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.86M

Top Sells

1
+$5.05M
2
+$4.36M
3
+$2.16M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.26M
5
AAPL icon
Apple
AAPL
+$1M

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
$194K 0.01%
2,700
177
$190K 0.01%
4,369
+549
178
$189K 0.01%
2,643
179
$186K 0.01%
1,294
-217
180
$186K 0.01%
1,812
-195
181
$181K 0.01%
359
-182
182
$181K 0.01%
5,752
183
$180K 0.01%
311
-29
184
$177K 0.01%
1,737
+160
185
$176K 0.01%
1,554
-304
186
$176K 0.01%
1,761
187
$175K 0.01%
1,327
+14
188
$174K 0.01%
2,907
-147
189
$173K 0.01%
6,268
-245
190
$171K 0.01%
6,936
191
$169K 0.01%
7,505
+2,500
192
$165K 0.01%
4,802
193
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3,761
-2,329
194
$156K 0.01%
991
-702
195
$151K 0.01%
+3,800
196
$151K 0.01%
885
-129
197
$147K 0.01%
7,245
198
$146K 0.01%
1,107
+58
199
$146K 0.01%
739
200
$144K 0.01%
3,506
-571
6 7
8
9 10