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
376
$31.8K ﹤0.01%
+455
377
$31.5K ﹤0.01%
750
+720
378
$31.2K ﹤0.01%
424
379
$31K ﹤0.01%
1,035
+212
380
$30.7K ﹤0.01%
115
381
$30.6K ﹤0.01%
79
-10
382
$30.3K ﹤0.01%
612
-95
383
$29.7K ﹤0.01%
125
384
$29.6K ﹤0.01%
330
385
$29.5K ﹤0.01%
2,224
386
$29.3K ﹤0.01%
98
-45
387
$28.7K ﹤0.01%
6,936
388
$28.6K ﹤0.01%
659
+26
389
$28.6K ﹤0.01%
80
+75
390
$28.3K ﹤0.01%
27
+18
391
$27.7K ﹤0.01%
1,046
392
$27.2K ﹤0.01%
524
+264
393
$27K ﹤0.01%
595
394
$25.6K ﹤0.01%
107
395
$24.5K ﹤0.01%
62
396
$23.7K ﹤0.01%
260
397
$23.4K ﹤0.01%
91
+69
398
$23.4K ﹤0.01%
250
399
$23.1K ﹤0.01%
100
400
$22.9K ﹤0.01%
276
14 15
16
17 18