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
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$50.1M
3
+$47.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29.3M

Top Sells

1
+$4.16M
2
+$3.37M
3
+$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$273K 0.02%
1,870
177
$270K 0.02%
7,716
-2,306
178
$265K 0.01%
2,002
+306
179
$262K 0.01%
2,650
+393
180
$258K 0.01%
1,015
181
$257K 0.01%
763
-18
182
$254K 0.01%
605
-1
183
$253K 0.01%
463
+30
184
$245K 0.01%
801
-154
185
$244K 0.01%
2,074
186
$243K 0.01%
2,732
187
$243K 0.01%
896
188
$241K 0.01%
24,000
189
$240K 0.01%
3,869
+258
190
$234K 0.01%
2,017
-239
191
$233K 0.01%
5,900
192
$231K 0.01%
441
-175
193
$231K 0.01%
16,683
+74
194
$225K 0.01%
525
195
$223K 0.01%
2,000
-19
196
$222K 0.01%
1,857
197
$214K 0.01%
2,700
198
$210K 0.01%
3,605
199
$210K 0.01%
1,230
200
$210K 0.01%
793
6 7
8
9 10