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
276
$85.1K ﹤0.01%
2,316
277
$83.5K ﹤0.01%
+890
278
$82.7K ﹤0.01%
615
279
$82.2K ﹤0.01%
353
+153
280
$81.8K ﹤0.01%
1,185
+335
281
$81.5K ﹤0.01%
1,017
+59
282
$80.6K ﹤0.01%
4,835
283
$80.4K ﹤0.01%
2,047
284
$78.8K ﹤0.01%
3,234
285
$78.7K ﹤0.01%
1,056
286
$77.3K ﹤0.01%
947
287
$76.6K ﹤0.01%
425
288
$76.2K ﹤0.01%
164
+41
289
$75.7K ﹤0.01%
570
290
$75.7K ﹤0.01%
434
291
$75.5K ﹤0.01%
682
292
$74.2K ﹤0.01%
1,500
293
$73.5K ﹤0.01%
1,587
294
$72K ﹤0.01%
511
+257
295
$71.1K ﹤0.01%
1,047
296
$70.4K ﹤0.01%
1,420
297
$70K ﹤0.01%
525
+200
298
$69K ﹤0.01%
757
299
$67.6K ﹤0.01%
551
300
$65.1K ﹤0.01%
1,025