GC

Garde Capital Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
-$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.17M
3
+$782K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$740K
5
TSM icon
TSMC
TSM
+$613K

Top Sells

1
+$2.77M
2
+$2.74M
3
+$2.39M
4
ZG icon
Zillow
ZG
+$2.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.1M

Sector Composition

1 Technology 7.16%
2 Communication Services 3.8%
3 Consumer Discretionary 2.81%
4 Financials 0.72%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$109K 0.01%
1,348
227
$108K 0.01%
534
+1
228
$101K 0.01%
+3,613
229
$101K 0.01%
+1,554
230
$101K 0.01%
433
231
$100K 0.01%
+2,109
232
– –
-261
233
– –
-7,018
234
– –
-1,754
235
– –
-7,567
236
– –
-3,058
237
– –
-907
238
– –
-6,936
239
– –
-2,304
6 7 8 9
10