GC

Garde Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$802K
3
+$680K
4
TSM icon
TSMC
TSM
+$637K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$466K

Top Sells

1
+$10.7M
2
+$1.58M
3
+$1.5M
4
Z icon
Zillow
Z
+$1.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.23M

Sector Composition

1 Technology 6.88%
2 Communication Services 3.45%
3 Consumer Discretionary 2.22%
4 Financials 0.63%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$186K 0.01%
923
177
$182K 0.01%
1,115
178
$178K 0.01%
7,567
-4,231
179
$177K 0.01%
7,245
180
$168K 0.01%
2,080
+154
181
$164K 0.01%
706
182
$162K 0.01%
4,000
183
$161K 0.01%
1,553
+253
184
$159K 0.01%
432
+55
185
$157K 0.01%
739
186
$156K 0.01%
3,800
187
$155K 0.01%
313
188
$152K 0.01%
10,091
189
$144K 0.01%
1,007
190
$142K 0.01%
3,104
-402
191
$138K 0.01%
2,587
-1,817
192
$138K 0.01%
4,763
193
$138K 0.01%
1,107
194
$135K 0.01%
261
-58
195
$135K 0.01%
1,761
196
$135K 0.01%
1,410
197
$134K 0.01%
1,831
198
$133K 0.01%
1,165
-389
199
$132K 0.01%
600
200
$131K 0.01%
2,531
6 7
8
9 10