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
$974M
AUM Growth
-$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$4.37M
3
+$4.3M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$4.2M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$4.03M

Top Sells

1
+$5.9M
2
+$3.32M
3
+$2.96M
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$2.64M
5
MSFT icon
Microsoft
MSFT
+$2.46M

Sector Composition

1 Technology 7.43%
2 Communication Services 3.52%
3 Consumer Discretionary 3.09%
4 Energy 0.78%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$141K 0.01%
6,676
+1,096
202
$141K 0.01%
871
+43
203
$139K 0.01%
+1,832
204
$136K 0.01%
+1,352
205
$136K 0.01%
2,018
206
$136K 0.01%
1,693
-9
207
$135K 0.01%
2,150
+70
208
$134K 0.01%
4,745
209
$129K 0.01%
739
210
$127K 0.01%
646
211
$127K 0.01%
+1,593
212
$125K 0.01%
+2,347
213
$123K 0.01%
+650
214
$123K 0.01%
1,498
215
$117K 0.01%
885
216
$117K 0.01%
2,541
-35
217
$115K 0.01%
591
+25
218
$115K 0.01%
3,031
219
$115K 0.01%
2,880
220
$114K 0.01%
2,251
221
$112K 0.01%
972
-151
222
$110K 0.01%
+10,091
223
$110K 0.01%
12,764
224
$108K 0.01%
970
225
$105K 0.01%
2,109
-351
6 7 8
9
10