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
326
$50.6K ﹤0.01%
1,318
327
$50.2K ﹤0.01%
2,800
328
$49.6K ﹤0.01%
1,013
+300
329
$49K ﹤0.01%
405
330
$48.9K ﹤0.01%
+1,000
331
$48.4K ﹤0.01%
138
332
$48.3K ﹤0.01%
2,653
333
$48.1K ﹤0.01%
993
+222
334
$47.8K ﹤0.01%
1,106
+523
335
$47.5K ﹤0.01%
516
336
$46.2K ﹤0.01%
296
337
$45.6K ﹤0.01%
750
338
$44.3K ﹤0.01%
1,977
-132
339
$43.2K ﹤0.01%
460
340
$42.7K ﹤0.01%
150
341
$42.4K ﹤0.01%
152
-200
342
$41.2K ﹤0.01%
600
343
$41.1K ﹤0.01%
371
344
$41.1K ﹤0.01%
+400
345
$41K ﹤0.01%
100
346
$40.9K ﹤0.01%
1,980
347
$40.9K ﹤0.01%
405
348
$40.8K ﹤0.01%
536
-344
349
$40.4K ﹤0.01%
154
350
$40.4K ﹤0.01%
100
12 13
14
15 16