GC

Garde Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$50.1M
3
+$47.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29.3M

Top Sells

1
+$4.16M
2
+$3.37M
3
+$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$206K 0.01%
7,245
202
$202K 0.01%
1,523
-17
203
$201K 0.01%
7,110
+485
204
$198K 0.01%
3,299
-1,070
205
$196K 0.01%
83,048
206
$184K 0.01%
1,477
207
$182K 0.01%
10,091
208
$177K 0.01%
150
209
$171K 0.01%
6,977
-17,651
210
$167K 0.01%
1,715
211
$159K 0.01%
600
212
$157K 0.01%
1,761
213
$156K 0.01%
6,159
+1,576
214
$156K 0.01%
1,516
+597
215
$153K 0.01%
+2,664
216
$153K 0.01%
325
217
$152K 0.01%
306
-5
218
$152K 0.01%
739
219
$146K 0.01%
1,553
220
$145K 0.01%
1,003
-4
221
$143K 0.01%
3,800
222
$139K 0.01%
1,139
-24
223
$136K 0.01%
584
224
$135K 0.01%
1,831
225
$134K 0.01%
1,010
-50
7 8
9
10 11