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
RDFN
451
DELISTED
Redfin
RDFN
$14K ﹤0.01%
1,249
SCHC icon
452
Schwab International Small-Cap Equity ETF
SCHC
$4.96B
$14K ﹤0.01%
328
MDT icon
453
Medtronic
MDT
$133B
$13.9K ﹤0.01%
160
+100
SMR icon
454
NuScale Power
SMR
$5.25B
$13.8K ﹤0.01%
+350
CRWV
455
CoreWeave Inc
CRWV
$37.8B
$13.7K ﹤0.01%
+84
D icon
456
Dominion Energy
D
$52.3B
$13.7K ﹤0.01%
242
SHEL icon
457
Shell
SHEL
$213B
$13.7K ﹤0.01%
194
PDD icon
458
Pinduoduo
PDD
$168B
$13.6K ﹤0.01%
130
COR icon
459
Cencora
COR
$70.3B
$13.5K ﹤0.01%
45
CBSH icon
460
Commerce Bancshares
CBSH
$7.25B
$13.5K ﹤0.01%
217
NGD
461
New Gold Inc
NGD
$6.64B
$12.8K ﹤0.01%
2,581
+196
TTD icon
462
Trade Desk
TTD
$19.3B
$12.6K ﹤0.01%
+175
BTG icon
463
B2Gold
BTG
$6.12B
$12.5K ﹤0.01%
3,450
+1,750
MU icon
464
Micron Technology
MU
$270B
$12.4K ﹤0.01%
100
RITM icon
465
Rithm Capital
RITM
$6.33B
$12.3K ﹤0.01%
1,090
CRSP icon
466
CRISPR Therapeutics
CRSP
$5.05B
$12.2K ﹤0.01%
250
APD icon
467
Air Products & Chemicals
APD
$58.4B
$12.1K ﹤0.01%
43
ENPH icon
468
Enphase Energy
ENPH
$3.82B
$12.1K ﹤0.01%
305
ADM icon
469
Archer Daniels Midland
ADM
$29.2B
$12.1K ﹤0.01%
229
MET icon
470
MetLife
MET
$50.7B
$12.1K ﹤0.01%
+150
NOC icon
471
Northrop Grumman
NOC
$79.1B
$12K ﹤0.01%
24
AA icon
472
Alcoa
AA
$10.8B
$11.8K ﹤0.01%
400
PLD icon
473
Prologis
PLD
$120B
$11.6K ﹤0.01%
110
+100
USAC icon
474
USA Compression Partners
USAC
$3.07B
$11.3K ﹤0.01%
466
DEO icon
475
Diageo
DEO
$51.5B
$11.1K ﹤0.01%
110