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
$1.44B
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.59M
3
+$2.43M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
ABNB icon
Airbnb
ABNB
+$995K

Top Sells

1
+$5.2M
2
+$4.25M
3
+$3.79M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.24M

Sector Composition

1 Technology 7.18%
2 Communication Services 3.4%
3 Consumer Discretionary 2.43%
4 Financials 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.92M 0.69%
373,471
-67,774
27
$9.62M 0.67%
52,795
-880
28
$9.26M 0.64%
151,278
+299
29
$8.79M 0.61%
47,931
-141
30
$7.85M 0.55%
26,392
-22
31
$7.2M 0.5%
125,760
-199
32
$7.14M 0.5%
57,772
+8,782
33
$6.95M 0.48%
19,053
-308
34
$6.3M 0.44%
139,805
+79,733
35
$6.07M 0.42%
255,988
-24,436
36
$6.03M 0.42%
53,687
-650
37
$5.73M 0.4%
100,033
-66,120
38
$5.54M 0.38%
10,170
-166
39
$5.43M 0.38%
50,945
-4,935
40
$4.92M 0.34%
28,013
41
$4.68M 0.33%
18,206
-994
42
$4.47M 0.31%
56,773
+272
43
$4.2M 0.29%
8,331
+4,828
44
$3.83M 0.27%
9,421
-42
45
$3.64M 0.25%
20,676
-50
46
$3.29M 0.23%
18,097
47
$3.22M 0.22%
3,792
-416
48
$3.11M 0.22%
24,405
-183
49
$2.73M 0.19%
43,550
50
$2.2M 0.15%
102,864
-1,503
1
2
3 4 5