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
GSK icon
326
GSK
GSK
$96.6B
$50.6K ﹤0.01%
1,318
AMX icon
327
America Movil
AMX
$69.6B
$50.2K ﹤0.01%
2,800
SMCI icon
328
Super Micro Computer
SMCI
$20.2B
$49.6K ﹤0.01%
1,013
+300
NVS icon
329
Novartis
NVS
$250B
$49K ﹤0.01%
405
AMLP icon
330
Alerian MLP ETF
AMLP
$10.6B
$48.9K ﹤0.01%
+1,000
IWV icon
331
iShares Russell 3000 ETF
IWV
$18.2B
$48.4K ﹤0.01%
138
SOFI icon
332
SoFi Technologies
SOFI
$35.8B
$48.3K ﹤0.01%
2,653
SPEU icon
333
SPDR Portfolio Europe ETF
SPEU
$717M
$48.1K ﹤0.01%
993
+222
VZ icon
334
Verizon
VZ
$173B
$47.8K ﹤0.01%
1,106
+523
IWR icon
335
iShares Russell Mid-Cap ETF
IWR
$45.9B
$47.5K ﹤0.01%
516
ZTS icon
336
Zoetis
ZTS
$56.5B
$46.2K ﹤0.01%
296
HSBC icon
337
HSBC
HSBC
$244B
$45.6K ﹤0.01%
750
INTC icon
338
Intel
INTC
$193B
$44.3K ﹤0.01%
1,977
-132
MBB icon
339
iShares MBS ETF
MBB
$39.4B
$43.2K ﹤0.01%
460
VOT icon
340
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$42.7K ﹤0.01%
150
SMH icon
341
VanEck Semiconductor ETF
SMH
$35.4B
$42.4K ﹤0.01%
152
-200
BUD icon
342
AB InBev
BUD
$120B
$41.2K ﹤0.01%
600
BRO icon
343
Brown & Brown
BRO
$27.5B
$41.1K ﹤0.01%
371
PNR icon
344
Pentair
PNR
$17.2B
$41.1K ﹤0.01%
+400
DUOL icon
345
Duolingo
DUOL
$8.85B
$41K ﹤0.01%
100
BSCP icon
346
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.46B
$40.9K ﹤0.01%
1,980
VTES icon
347
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.44B
$40.9K ﹤0.01%
405
IDEV icon
348
iShares Core MSCI International Developed Markets ETF
IDEV
$23.7B
$40.8K ﹤0.01%
536
-344
LH icon
349
Labcorp
LH
$22.3B
$40.4K ﹤0.01%
154
MSTR icon
350
Strategy Inc
MSTR
$50.9B
$40.4K ﹤0.01%
100