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
$967M
AUM Growth
-$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.8M
3
+$3.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.24M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.24M

Top Sells

1
+$4.39M
2
+$441K
3
+$382K
4
CRM icon
Salesforce
CRM
+$257K
5
T icon
AT&T
T
+$188K

Sector Composition

1 Technology 7.53%
2 Communication Services 4.52%
3 Consumer Discretionary 3.15%
4 Healthcare 0.83%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$120K 0.01%
565
+102
202
$118K 0.01%
313
203
$117K 0.01%
1,800
204
$116K 0.01%
600
205
$116K 0.01%
911
+16
206
$114K 0.01%
885
+41
207
$114K 0.01%
2,460
-648
208
$113K 0.01%
902
209
$113K 0.01%
2,880
210
$112K 0.01%
1,625
-375
211
$110K 0.01%
1,485
212
$110K 0.01%
4,094
213
$109K 0.01%
+960
214
$109K 0.01%
+1,362
215
$106K 0.01%
646
216
$105K 0.01%
10,091
217
$104K 0.01%
1,200
218
$104K 0.01%
3,031
219
$103K 0.01%
916
+11
220
$101K 0.01%
388
221
$101K 0.01%
10,000
-12,500
222
$101K 0.01%
+2,080
223
– –
-532
224
– –
-1,300
225
– –
-599
6 7 8
9
10