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
$1.44B
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$3.44M
3
+$2.35M
4
ABNB icon
Airbnb
ABNB
+$1M
5
EETH icon
ProShares Ether Strategy ETF
EETH
+$962K

Top Sells

1
+$4.87M
2
+$4.23M
3
+$3.67M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.24M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.1M

Sector Composition

1 Technology 7.18%
2 Communication Services 3.4%
3 Consumer Discretionary 2.43%
4 Financials 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,266
227
– –
-534
228
– –
-4,802
229
– –
-11,031
230
– –
-1,085
231
– –
-1,737
232
– –
-3,460
233
– –
-15,000
234
– –
-2,366
235
– –
-2,248
236
– –
-55,000
237
– –
-14,357
238
– –
-310
239
– –
-847
240
– –
-5,752
241
– –
-458
242
– –
-1,080
243
– –
-19,700
244
– –
-1,297
6 7 8 9
10