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

Top Buys

1
+$4.25M
2
+$3.8M
3
+$2.38M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.02M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.93M

Top Sells

1
+$2.82M
2
+$1.15M
3
+$709K
4
TSLA icon
Tesla
TSLA
+$595K
5
UBER icon
Uber
UBER
+$490K

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
$142K 0.01%
828
-202
202
$141K 0.01%
4,745
203
$139K 0.01%
885
204
$138K 0.01%
2,080
205
$137K 0.01%
600
206
$136K 0.01%
2,018
207
$135K 0.01%
739
208
$135K 0.01%
1,800
209
$131K 0.01%
+3,551
210
$131K 0.01%
1,416
+54
211
$126K 0.01%
+25,000
212
$125K 0.01%
12,370
-1,670
213
$125K 0.01%
2,880
214
$124K 0.01%
742
+16
215
$120K 0.01%
+1,927
216
$120K 0.01%
313
217
$119K 0.01%
2,460
218
$118K 0.01%
566
+1
219
$115K 0.01%
+1,498
220
$114K 0.01%
+970
221
$113K 0.01%
4,094
222
$113K 0.01%
1,702
223
$112K 0.01%
3,031
224
$112K 0.01%
+434
225
$111K 0.01%
+532
6 7 8
9
10