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
426
$18.5K ﹤0.01%
892
427
$18.5K ﹤0.01%
127
428
$18.4K ﹤0.01%
267
429
$18K ﹤0.01%
283
430
$17.9K ﹤0.01%
+175
431
$17.8K ﹤0.01%
100
432
$17.5K ﹤0.01%
282
+3
433
$16.8K ﹤0.01%
+1,055
434
$16.7K ﹤0.01%
116
435
$16.1K ﹤0.01%
339
+56
436
$16K ﹤0.01%
228
-384
437
$16K ﹤0.01%
8
438
$15.8K ﹤0.01%
676
439
$15.8K ﹤0.01%
775
440
$15.7K ﹤0.01%
73
441
$15.6K ﹤0.01%
+1,000
442
$15.6K ﹤0.01%
195
-1,051
443
$15.4K ﹤0.01%
251
444
$15.3K ﹤0.01%
62
445
$15.2K ﹤0.01%
310
446
$14.9K ﹤0.01%
235
447
$14.9K ﹤0.01%
126
448
$14.7K ﹤0.01%
205
449
$14.4K ﹤0.01%
73
450
$14.1K ﹤0.01%
383