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
301
$64.3K ﹤0.01%
2,525
302
$64.2K ﹤0.01%
1,713
303
$64.1K ﹤0.01%
917
304
$63.8K ﹤0.01%
380
305
$63.3K ﹤0.01%
3,819
306
$63.3K ﹤0.01%
79
307
$63.2K ﹤0.01%
817
+185
308
$62.8K ﹤0.01%
378
309
$61.7K ﹤0.01%
+250
310
$60.9K ﹤0.01%
2,760
311
$59.1K ﹤0.01%
589
+150
312
$58.6K ﹤0.01%
160
313
$57.6K ﹤0.01%
3,175
314
$56.5K ﹤0.01%
1,183
315
$56.2K ﹤0.01%
400
316
$55.7K ﹤0.01%
100
317
$55.6K ﹤0.01%
2,097
+2,067
318
$53.9K ﹤0.01%
648
319
$53.1K ﹤0.01%
1,680
320
$52.9K ﹤0.01%
2,401
321
$52.8K ﹤0.01%
1,561
322
$52.3K ﹤0.01%
828
323
$51.8K ﹤0.01%
382
324
$51.2K ﹤0.01%
3,960
325
$50.7K ﹤0.01%
175
+50
11 12
13
14 15