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
$1.02B
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.53M
3
+$2.53M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.09M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.88M

Top Sells

1
+$2.89M
2
+$1.12M
3
+$735K
4
TSLA icon
Tesla
TSLA
+$625K
5
AAPL icon
Apple
AAPL
+$487K

Sector Composition

1 Technology 8.44%
2 Communication Services 3.82%
3 Consumer Discretionary 3.15%
4 Healthcare 0.82%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$149K 0.01%
1,254
-302
202
$145K 0.01%
2,144
203
$142K 0.01%
828
-202
204
$141K 0.01%
4,745
205
$139K 0.01%
885
206
$138K 0.01%
2,080
207
$137K 0.01%
600
208
$136K 0.01%
2,018
209
$135K 0.01%
1,800
210
$135K 0.01%
739
211
$131K 0.01%
+3,551
212
$131K 0.01%
1,416
+54
213
$126K 0.01%
+25,000
214
$125K 0.01%
12,370
-1,670
215
$125K 0.01%
2,880
216
$124K 0.01%
742
+16
217
$120K 0.01%
+1,927
218
$120K 0.01%
313
219
$119K 0.01%
2,460
220
$118K 0.01%
566
+1
221
$115K 0.01%
+1,498
222
$114K 0.01%
+970
223
$113K 0.01%
4,094
224
$113K 0.01%
1,702
225
$112K 0.01%
3,031
6 7 8
9
10