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
451
$14K ﹤0.01%
1,249
452
$14K ﹤0.01%
328
453
$13.9K ﹤0.01%
160
+100
454
$13.8K ﹤0.01%
+350
455
$13.7K ﹤0.01%
+84
456
$13.7K ﹤0.01%
242
457
$13.7K ﹤0.01%
194
458
$13.6K ﹤0.01%
130
459
$13.5K ﹤0.01%
45
460
$13.5K ﹤0.01%
228
461
$12.8K ﹤0.01%
2,581
+196
462
$12.6K ﹤0.01%
+175
463
$12.5K ﹤0.01%
3,450
+1,750
464
$12.4K ﹤0.01%
100
465
$12.3K ﹤0.01%
1,090
466
$12.2K ﹤0.01%
250
467
$12.1K ﹤0.01%
43
468
$12.1K ﹤0.01%
305
469
$12.1K ﹤0.01%
229
470
$12.1K ﹤0.01%
+150
471
$12K ﹤0.01%
24
472
$11.8K ﹤0.01%
400
473
$11.6K ﹤0.01%
110
+100
474
$11.3K ﹤0.01%
466
475
$11.1K ﹤0.01%
110
17 18
19
20 21