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
$1.87B
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
ADI icon
401
Analog Devices
ADI
$131B
$22.9K ﹤0.01%
96
STWD icon
402
Starwood Property Trust
STWD
$6.79B
$22.3K ﹤0.01%
1,111
PYPL icon
403
PayPal
PYPL
$59B
$22.3K ﹤0.01%
300
-131
MSI icon
404
Motorola Solutions
MSI
$62.1B
$22.3K ﹤0.01%
53
+48
AES icon
405
AES
AES
$9.96B
$22.1K ﹤0.01%
2,102
-700
ACHR icon
406
Archer Aviation
ACHR
$5.6B
$22K ﹤0.01%
2,027
-518
TRIN icon
407
Trinity Capital
TRIN
$1.11B
$21.8K ﹤0.01%
1,548
PINS icon
408
Pinterest
PINS
$18.3B
$21.2K ﹤0.01%
592
-240
KMI icon
409
Kinder Morgan
KMI
$60.8B
$21K ﹤0.01%
713
+7
ARM icon
410
Arm
ARM
$144B
$20.9K ﹤0.01%
129
HDB icon
411
HDFC Bank
HDB
$183B
$20.7K ﹤0.01%
540
RIVN icon
412
Rivian
RIVN
$21.7B
$20.5K ﹤0.01%
1,493
SLV icon
413
iShares Silver Trust
SLV
$29.3B
$20.3K ﹤0.01%
619
+238
QCLN icon
414
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$548M
$20.3K ﹤0.01%
+620
BAX icon
415
Baxter International
BAX
$9.84B
$20.2K ﹤0.01%
666
SKYH icon
416
Sky Harbour Group
SKYH
$318M
$19.5K ﹤0.01%
+2,000
CYBR icon
417
CyberArk
CYBR
$23B
$19.5K ﹤0.01%
48
+13
DASH icon
418
DoorDash
DASH
$88.9B
$19.5K ﹤0.01%
79
IONQ icon
419
IonQ
IONQ
$17.1B
$19.3K ﹤0.01%
450
+300
GGG icon
420
Graco
GGG
$13.8B
$19.1K ﹤0.01%
222
ARTY
421
iShares Future AI & Tech ETF
ARTY
$1.95B
$18.9K ﹤0.01%
460
EWC icon
422
iShares MSCI Canada ETF
EWC
$3.48B
$18.9K ﹤0.01%
408
SPDW icon
423
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.6B
$18.8K ﹤0.01%
465
USB icon
424
US Bancorp
USB
$77.4B
$18.8K ﹤0.01%
+415
SOR
425
Source Capital
SOR
$398M
$18.5K ﹤0.01%
427