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
401
$22.9K ﹤0.01%
96
402
$22.3K ﹤0.01%
1,111
403
$22.3K ﹤0.01%
300
-131
404
$22.3K ﹤0.01%
53
+48
405
$22.1K ﹤0.01%
2,102
-700
406
$22K ﹤0.01%
2,027
-518
407
$21.8K ﹤0.01%
1,548
408
$21.2K ﹤0.01%
592
-240
409
$21K ﹤0.01%
713
+7
410
$20.9K ﹤0.01%
129
411
$20.7K ﹤0.01%
540
412
$20.5K ﹤0.01%
1,493
413
$20.3K ﹤0.01%
619
+238
414
$20.3K ﹤0.01%
+620
415
$20.2K ﹤0.01%
666
416
$19.5K ﹤0.01%
+2,000
417
$19.5K ﹤0.01%
48
+13
418
$19.5K ﹤0.01%
79
419
$19.3K ﹤0.01%
450
+300
420
$19.1K ﹤0.01%
222
421
$18.9K ﹤0.01%
460
422
$18.9K ﹤0.01%
408
423
$18.8K ﹤0.01%
465
424
$18.8K ﹤0.01%
+415
425
$18.5K ﹤0.01%
427
15 16
17
18 19