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
251
$111K 0.01%
2,109
252
$110K 0.01%
1,348
253
$108K 0.01%
525
-75
254
$107K 0.01%
567
+5
255
$105K 0.01%
4,351
-1,808
256
$105K 0.01%
1,800
257
$104K 0.01%
+4,000
258
$104K 0.01%
872
+5
259
$103K 0.01%
2,373
260
$103K 0.01%
1,242
261
$101K 0.01%
199
262
$98.5K 0.01%
1,207
263
$98.1K 0.01%
650
264
$96.8K 0.01%
1,652
265
$96.7K 0.01%
940
266
$96.6K 0.01%
1,134
267
$95.4K 0.01%
2,395
-100
268
$95.1K 0.01%
1,754
269
$92.7K 0.01%
165
270
$92K ﹤0.01%
196
+80
271
$91.8K ﹤0.01%
3,525
272
$90.9K ﹤0.01%
275
273
$89.9K ﹤0.01%
936
274
$89K ﹤0.01%
4,472
275
$85.6K ﹤0.01%
1,209
+784
9 10
11
12 13