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
$1.43B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.94M
3
+$8.66M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$6.22M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.01M

Top Sells

1
+$5.3M
2
+$4.64M
3
+$2.25M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.29M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.01M

Sector Composition

1 Technology 6.69%
2 Communication Services 2.44%
3 Consumer Discretionary 2.4%
4 Financials 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$144K 0.01%
3,506
-571
202
$143K 0.01%
665
+65
203
$141K 0.01%
10,091
204
$140K 0.01%
+1,085
205
$139K 0.01%
706
-31
206
$139K 0.01%
+1,089
207
$139K 0.01%
855
-383
208
$136K 0.01%
+534
209
$135K 0.01%
1,585
-95
210
$131K 0.01%
2,000
211
$130K 0.01%
313
212
$125K 0.01%
847
-479
213
$125K 0.01%
261
-167
214
$125K 0.01%
1,831
215
$124K 0.01%
3,460
+200
216
$123K 0.01%
600
+34
217
$121K 0.01%
2,248
-279
218
$121K 0.01%
1,410
219
$119K 0.01%
726
-40
220
$119K 0.01%
930
221
$118K 0.01%
2,531
222
$118K 0.01%
+1,252
223
$117K 0.01%
1,300
224
$115K 0.01%
458
225
$114K 0.01%
+1,541
7 8
9
10 11