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
351
$40.1K ﹤0.01%
278
352
$39.8K ﹤0.01%
525
+503
353
$38.6K ﹤0.01%
185
354
$38.3K ﹤0.01%
298
+283
355
$38.1K ﹤0.01%
255
356
$37.5K ﹤0.01%
105
357
$37.4K ﹤0.01%
171
358
$37.2K ﹤0.01%
860
359
$36.7K ﹤0.01%
1,760
360
$36.2K ﹤0.01%
657
-611
361
$35.3K ﹤0.01%
279
362
$35.3K ﹤0.01%
521
+321
363
$35.1K ﹤0.01%
704
364
$35K ﹤0.01%
306
365
$34.3K ﹤0.01%
655
366
$34.2K ﹤0.01%
324
367
$33.8K ﹤0.01%
1,891
368
$33.6K ﹤0.01%
2,258
369
$33.5K ﹤0.01%
137
370
$33.5K ﹤0.01%
368
371
$33.4K ﹤0.01%
975
372
$33.4K ﹤0.01%
465
373
$32.8K ﹤0.01%
198
374
$32.7K ﹤0.01%
900
375
$32.2K ﹤0.01%
1,200
13 14
15
16 17