GC

Garde Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
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
ALLE icon
351
Allegion
ALLE
$13.9B
$40.1K ﹤0.01%
278
SYY icon
352
Sysco
SYY
$36.9B
$39.8K ﹤0.01%
525
+503
GRMN icon
353
Garmin
GRMN
$40.9B
$38.6K ﹤0.01%
185
VRT icon
354
Vertiv
VRT
$66B
$38.3K ﹤0.01%
298
+283
BX icon
355
Blackstone
BX
$123B
$38.1K ﹤0.01%
255
AON icon
356
Aon
AON
$74.4B
$37.5K ﹤0.01%
105
MRSH
357
Marsh
MRSH
$89.3B
$37.4K ﹤0.01%
171
IQLT icon
358
iShares MSCI Intl Quality Factor ETF
IQLT
$14.1B
$37.2K ﹤0.01%
860
ETHE
359
Grayscale Ethereum Staking ETF Shares
ETHE
$3.68B
$36.7K ﹤0.01%
1,760
MCHI icon
360
iShares MSCI China ETF
MCHI
$8.15B
$36.2K ﹤0.01%
657
-611
IBB icon
361
iShares Biotechnology ETF
IBB
$8.54B
$35.3K ﹤0.01%
279
SWK icon
362
Stanley Black & Decker
SWK
$13B
$35.3K ﹤0.01%
521
+321
VUSB icon
363
Vanguard Ultra-Short Bond ETF
VUSB
$6.76B
$35.1K ﹤0.01%
704
EXPD icon
364
Expeditors International
EXPD
$21.7B
$35K ﹤0.01%
306
SPYV icon
365
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.5B
$34.3K ﹤0.01%
655
AFL icon
366
Aflac
AFL
$57.7B
$34.2K ﹤0.01%
324
XPEV icon
367
XPeng
XPEV
$19.9B
$33.8K ﹤0.01%
1,891
GOF icon
368
Guggenheim Strategic Opportunities Fund
GOF
$2.55B
$33.6K ﹤0.01%
2,258
HUM icon
369
Humana
HUM
$34.2B
$33.5K ﹤0.01%
137
IJK icon
370
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.74B
$33.5K ﹤0.01%
368
TAN icon
371
Invesco Solar ETF
TAN
$1.06B
$33.4K ﹤0.01%
975
KR icon
372
Kroger
KR
$39.5B
$33.4K ﹤0.01%
465
FSLR icon
373
First Solar
FSLR
$26.1B
$32.8K ﹤0.01%
198
STAG icon
374
STAG Industrial
STAG
$6.99B
$32.7K ﹤0.01%
900
HASI icon
375
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.25B
$32.2K ﹤0.01%
1,200