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
$822M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$3.98M
3
+$3.41M
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.92M

Top Sells

1
+$5.45M
2
+$2.03M
3
+$2.01M
4
CVX icon
Chevron
CVX
+$1.62M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Sector Composition

1 Technology 6.92%
2 Communication Services 3.13%
3 Consumer Discretionary 2.5%
4 Financials 0.85%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$119K 0.01%
18,957
+1,292
202
$118K 0.01%
825
-46
203
$118K 0.01%
1,382
-68
204
$116K 0.01%
646
205
$113K 0.01%
6,230
-76
206
$110K 0.01%
1,338
-78
207
$109K 0.01%
2,359
+12
208
$108K 0.01%
3,551
209
$108K 0.01%
+835
210
$107K 0.01%
3,031
211
$107K 0.01%
+1,107
212
$107K 0.01%
739
213
$107K 0.01%
1,450
214
$106K 0.01%
902
215
$106K 0.01%
307
-152
216
$104K 0.01%
2,150
217
$104K 0.01%
+1,300
218
$104K 0.01%
9,581
-143
219
– –
-866
220
– –
-10,091
221
– –
-885
222
– –
-650
223
– –
-591
224
– –
-2,192
225
– –
-970
6 7 8
9
10