GC

Garde Capital Portfolio holdings

AUM $1.63B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.57M
3
+$8.33M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$5.93M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.86M

Top Sells

1
+$5.05M
2
+$4.36M
3
+$2.16M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.26M
5
AAPL icon
Apple
AAPL
+$1M

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
$143K 0.01%
665
+65
202
$141K 0.01%
10,091
203
$140K 0.01%
+1,085
204
$139K 0.01%
706
-31
205
$139K 0.01%
+1,089
206
$139K 0.01%
855
-383
207
$136K 0.01%
+534
208
$135K 0.01%
1,585
-95
209
$131K 0.01%
4,000
210
$130K 0.01%
313
211
$125K 0.01%
847
-479
212
$125K 0.01%
261
-167
213
$125K 0.01%
1,831
214
$124K 0.01%
3,460
+200
215
$123K 0.01%
600
+34
216
$121K 0.01%
2,248
-279
217
$121K 0.01%
1,410
218
$119K 0.01%
726
-40
219
$119K 0.01%
930
220
$118K 0.01%
2,531
221
$118K 0.01%
+2,504
222
$117K 0.01%
1,300
223
$115K 0.01%
458
224
$114K 0.01%
+1,541
225
$113K 0.01%
+532
7 8
9
10 11