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
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Sells

1 +$4.16M
2 +$3.37M
3 +$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WRB icon
376
W.R. Berkley
WRB
$29.4B
$30.2K ﹤0.01%
+424
TAN icon
377
Invesco Solar ETF
TAN
$861M
$29.7K ﹤0.01%
+975
MS icon
378
Morgan Stanley
MS
$258B
$29.6K ﹤0.01%
+254
MCHP icon
379
Microchip Technology
MCHP
$28.3B
$29.6K ﹤0.01%
+612
ZBH icon
380
Zimmer Biomet
ZBH
$17.7B
$29.4K ﹤0.01%
+260
GRAB icon
381
Grab
GRAB
$22.2B
$29.4K ﹤0.01%
+6,484
AI icon
382
C3.ai
AI
$1.9B
$29.3K ﹤0.01%
+1,393
MSTR icon
383
Strategy Inc
MSTR
$55.8B
$28.8K ﹤0.01%
100
-400
PYPL icon
384
PayPal
PYPL
$58.5B
$28.1K ﹤0.01%
+431
ETHE
385
Grayscale Ethereum Trust ETF
ETHE
$3.43B
$26.8K ﹤0.01%
1,760
-1,853
VZ icon
386
Verizon
VZ
$174B
$26.4K ﹤0.01%
+583
ENB icon
387
Enbridge
ENB
$105B
$26.4K ﹤0.01%
+595
PINS icon
388
Pinterest
PINS
$17.5B
$25.8K ﹤0.01%
+832
FSLR icon
389
First Solar
FSLR
$27.3B
$25K ﹤0.01%
+198
ROKU icon
390
Roku
ROKU
$14.6B
$24.9K ﹤0.01%
+353
SMCI icon
391
Super Micro Computer
SMCI
$20.5B
$24.4K ﹤0.01%
+713
FCX icon
392
Freeport-McMoran
FCX
$56.9B
$24K ﹤0.01%
+633
TRIN icon
393
Trinity Capital
TRIN
$1.11B
$23.5K ﹤0.01%
+1,548
SYK icon
394
Stryker
SYK
$138B
$23.1K ﹤0.01%
+62
SHY icon
395
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$22.8K ﹤0.01%
+276
BAX icon
396
Baxter International
BAX
$9.42B
$22.8K ﹤0.01%
+666
DFEV icon
397
Dimensional Emerging Markets Value ETF
DFEV
$1.21B
$22.3K ﹤0.01%
+823
STWD icon
398
Starwood Property Trust
STWD
$6.6B
$22K ﹤0.01%
+1,111
SOXX icon
399
iShares Semiconductor ETF
SOXX
$15.6B
$20.2K ﹤0.01%
+107
KMI icon
400
Kinder Morgan
KMI
$61.2B
$20.1K ﹤0.01%
+706