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
POST icon
426
Post Holdings
POST
$5.76B
$15.4K ﹤0.01%
+132
DHR icon
427
Danaher
DHR
$156B
$15K ﹤0.01%
+73
MKL icon
428
Markel Group
MKL
$25.8B
$15K ﹤0.01%
+8
CSGP icon
429
CoStar Group
CSGP
$28.3B
$14.9K ﹤0.01%
+188
NDSN icon
430
Nordson
NDSN
$12.8B
$14.7K ﹤0.01%
+73
ARTY
431
iShares Future AI & Tech ETF
ARTY
$1.57B
$14.5K ﹤0.01%
+460
DASH icon
432
DoorDash
DASH
$89.6B
$14.4K ﹤0.01%
+79
USTB icon
433
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.57B
$14.4K ﹤0.01%
+284
ASGI
434
abrdn Global Infrastructure Income Fund
ASGI
$598M
$14.3K ﹤0.01%
+775
SHEL icon
435
Shell
SHEL
$215B
$14.2K ﹤0.01%
+194
ARM icon
436
Arm
ARM
$147B
$13.8K ﹤0.01%
+129
FXI icon
437
iShares China Large-Cap ETF
FXI
$6.76B
$13.7K ﹤0.01%
+383
D icon
438
Dominion Energy
D
$52.3B
$13.6K ﹤0.01%
+242
DAL icon
439
Delta Air Lines
DAL
$36.4B
$13.5K ﹤0.01%
+310
CBSH icon
440
Commerce Bancshares
CBSH
$6.85B
$13.5K ﹤0.01%
+217
APD icon
441
Air Products & Chemicals
APD
$56.4B
$12.7K ﹤0.01%
+43
USAC icon
442
USA Compression Partners
USAC
$2.87B
$12.6K ﹤0.01%
+466
COR icon
443
Cencora
COR
$70.7B
$12.5K ﹤0.01%
+45
RITM icon
444
Rithm Capital
RITM
$6.05B
$12.5K ﹤0.01%
+1,090
EPI icon
445
WisdomTree India Earnings Fund ETF
EPI
$2.95B
$12.4K ﹤0.01%
+283
NOC icon
446
Northrop Grumman
NOC
$79.7B
$12.3K ﹤0.01%
+24
AA icon
447
Alcoa
AA
$9.22B
$12.2K ﹤0.01%
+400
APA icon
448
APA Corp
APA
$8.57B
$12.1K ﹤0.01%
+577
CYBR icon
449
CyberArk
CYBR
$24.3B
$11.8K ﹤0.01%
+35
SLV icon
450
iShares Silver Trust
SLV
$24.3B
$11.8K ﹤0.01%
+381