GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
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 +$5.56M
3 +$4.05M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.68M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.84M

Top Sells

1 +$8.74M
2 +$6.76M
3 +$5.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.59M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.22M

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
SJNK icon
301
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.31B
$64.3K ﹤0.01%
2,525
SU icon
302
Suncor Energy
SU
$53.8B
$64.2K ﹤0.01%
1,713
AZN icon
303
AstraZeneca
AZN
$287B
$64.1K ﹤0.01%
917
CAH icon
304
Cardinal Health
CAH
$50.4B
$63.8K ﹤0.01%
380
FIHL icon
305
Fidelis Insurance
FIHL
$1.96B
$63.3K ﹤0.01%
3,819
ASML icon
306
ASML
ASML
$411B
$63.3K ﹤0.01%
79
MRVL icon
307
Marvell Technology
MRVL
$77.1B
$63.2K ﹤0.01%
817
+185
MPC icon
308
Marathon Petroleum
MPC
$58.2B
$62.8K ﹤0.01%
378
RSG icon
309
Republic Services
RSG
$67.2B
$61.7K ﹤0.01%
+250
ECOW icon
310
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$125M
$60.9K ﹤0.01%
2,760
ED icon
311
Consolidated Edison
ED
$36.2B
$59.1K ﹤0.01%
589
+150
MGK icon
312
Vanguard Mega Cap Growth ETF
MGK
$32.4B
$58.6K ﹤0.01%
160
ET icon
313
Energy Transfer Partners
ET
$57.4B
$57.6K ﹤0.01%
3,175
BTC
314
Grayscale Bitcoin Mini Trust ETF
BTC
$3.96B
$56.5K ﹤0.01%
1,183
SHAK icon
315
Shake Shack
SHAK
$3.52B
$56.2K ﹤0.01%
400
HUBS icon
316
HubSpot
HUBS
$19.2B
$55.7K ﹤0.01%
100
SCHD icon
317
Schwab US Dividend Equity ETF
SCHD
$71.1B
$55.6K ﹤0.01%
2,097
+2,067
IR icon
318
Ingersoll Rand
IR
$31.7B
$53.9K ﹤0.01%
648
EUFN icon
319
iShares MSCI Europe Financials ETF
EUFN
$4.27B
$53.1K ﹤0.01%
1,680
CSWC icon
320
Capital Southwest
CSWC
$1.24B
$52.9K ﹤0.01%
2,401
SLB icon
321
SLB Ltd
SLB
$54.1B
$52.8K ﹤0.01%
1,561
EMXC icon
322
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.1B
$52.3K ﹤0.01%
828
SDY icon
323
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$51.8K ﹤0.01%
382
FBRX icon
324
Forte Biosciences
FBRX
$232M
$51.2K ﹤0.01%
3,960
CB icon
325
Chubb
CB
$117B
$50.7K ﹤0.01%
175
+50