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
$1.31B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.72M
3
+$5.71M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$4.91M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$4.39M

Top Sells

1
+$14.9M
2
+$7.25M
3
+$3.06M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$2.38M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.03M

Sector Composition

1 Technology 6.91%
2 Communication Services 2.76%
3 Consumer Discretionary 2.52%
4 Financials 0.62%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$141K 0.01%
+4,221
202
$139K 0.01%
+7,245
203
$137K 0.01%
5,005
204
$136K 0.01%
+1,680
205
$135K 0.01%
739
206
$132K 0.01%
+1,014
207
$131K 0.01%
984
+65
208
$130K 0.01%
2,527
+487
209
$127K 0.01%
2,000
210
$126K 0.01%
10,091
211
$126K 0.01%
1,631
+367
212
$126K 0.01%
600
-5
213
$122K 0.01%
1,831
214
$121K 0.01%
313
215
$119K 0.01%
4,045
216
$119K 0.01%
566
-20
217
$118K 0.01%
+1,751
218
$116K 0.01%
1,135
219
$115K 0.01%
1,665
-1,498
220
$113K 0.01%
+3,260
221
$112K 0.01%
+458
222
$112K 0.01%
+148
223
$112K 0.01%
+1,107
224
$110K 0.01%
+2,537
225
$109K 0.01%
+2,531
7 8
9
10 11