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
$1.2B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$85.9M
2
+$54.6M
3
+$28.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.9M
5
VTV icon
Vanguard Value ETF
VTV
+$5.51M

Top Sells

1
+$634K
2
+$592K
3
+$529K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$486K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$473K

Sector Composition

1 Technology 6.93%
2 Communication Services 2.85%
3 Consumer Discretionary 2.6%
4 Healthcare 0.96%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$167K 0.01%
1,577
202
$163K 0.01%
+500
203
$160K 0.01%
835
204
$159K 0.01%
5,000
-8,800
205
$156K 0.01%
2,582
206
$151K 0.01%
2,691
+346
207
$148K 0.01%
2,264
208
$148K 0.01%
4,093
-14,636
209
$144K 0.01%
1,234
210
$141K 0.01%
2,204
+12
211
$139K 0.01%
1,310
-75
212
$138K 0.01%
1,260
213
$130K 0.01%
898
214
$130K 0.01%
1,003
215
$125K 0.01%
1,101
216
$125K 0.01%
739
217
$124K 0.01%
+8,000
218
$124K 0.01%
10,678
-4,880
219
$117K 0.01%
10,091
220
$116K 0.01%
1,831
221
$115K 0.01%
291
-143
222
$114K 0.01%
1,135
223
$113K 0.01%
6,147
-1,614
224
$113K 0.01%
1,761
225
$112K 0.01%
2,879
6 7 8
9
10