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

Top Buys

1
+$17.1M
2
+$5.53M
3
+$4M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.46M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.83M

Top Sells

1
+$8.09M
2
+$6.75M
3
+$5.64M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.03M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.97M

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
226
$145K 0.01%
5,023
-2,087
227
$143K 0.01%
3,364
+1,060
228
$142K 0.01%
2,531
229
$141K 0.01%
1,553
230
$141K 0.01%
2,916
231
$141K 0.01%
1,139
232
$136K 0.01%
2,594
+2
233
$135K 0.01%
848
-155
234
$135K 0.01%
610
235
$134K 0.01%
1,077
236
$128K 0.01%
905
-611
237
$127K 0.01%
605
-22
238
$124K 0.01%
355
239
$124K 0.01%
306
240
$124K 0.01%
1,462
241
$123K 0.01%
1,135
242
$123K 0.01%
1,297
243
$123K 0.01%
537
+2
244
$121K 0.01%
4,836
245
$120K 0.01%
2,779
246
$119K 0.01%
1,130
247
$118K 0.01%
360
248
$117K 0.01%
433
249
$114K 0.01%
210
250
$112K 0.01%
2,000
8 9
10
11 12