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
$1.87B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$5.56M
3 +$4.05M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.68M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.84M

Top Sells

1 +$8.74M
2 +$6.76M
3 +$5.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.59M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.22M

Sector Composition

1 Technology 6.04%
2 Communication Services 3.14%
3 Consumer Discretionary 2.04%
4 Financials 0.8%
5 Consumer Staples 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
T icon
226
AT&T
T
$184B
$145K 0.01%
5,023
-2,087
XLE icon
227
Energy Select Sector SPDR Fund
XLE
$27.3B
$143K 0.01%
1,682
+530
VEGN icon
228
US Vegan Climate ETF
VEGN
$131M
$142K 0.01%
2,531
CL icon
229
Colgate-Palmolive
CL
$64.8B
$141K 0.01%
1,553
EEM icon
230
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$141K 0.01%
2,916
TJX icon
231
TJX Companies
TJX
$169B
$141K 0.01%
1,139
XLF icon
232
Financial Select Sector SPDR Fund
XLF
$52.3B
$136K 0.01%
2,594
+2
EA icon
233
Electronic Arts
EA
$50.5B
$135K 0.01%
848
-155
AMT icon
234
American Tower
AMT
$84.9B
$135K 0.01%
610
TWLO icon
235
Twilio
TWLO
$19.7B
$134K 0.01%
1,077
AMD icon
236
Advanced Micro Devices
AMD
$354B
$128K 0.01%
905
-611
WAB icon
237
Wabtec
WAB
$35.7B
$127K 0.01%
605
-22
COIN icon
238
Coinbase
COIN
$73.6B
$124K 0.01%
355
TMO icon
239
Thermo Fisher Scientific
TMO
$222B
$124K 0.01%
306
NFG icon
240
National Fuel Gas
NFG
$7.45B
$124K 0.01%
1,462
FXE icon
241
Invesco CurrencyShares Euro Currency Trust
FXE
$423M
$123K 0.01%
1,135
PCAR icon
242
PACCAR
PCAR
$55.4B
$123K 0.01%
1,297
WM icon
243
Waste Management
WM
$87.8B
$123K 0.01%
537
+2
SCHR icon
244
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
$121K 0.01%
4,836
IGOV icon
245
iShares International Treasury Bond ETF
IGOV
$1.05B
$120K 0.01%
2,779
RBLX icon
246
Roblox
RBLX
$66.7B
$119K 0.01%
1,130
CMI icon
247
Cummins
CMI
$68.7B
$118K 0.01%
360
ECL icon
248
Ecolab
ECL
$77.9B
$117K 0.01%
433
ISRG icon
249
Intuitive Surgical
ISRG
$203B
$114K 0.01%
210
BKH icon
250
Black Hills Corp
BKH
$5.57B
$112K 0.01%
2,000