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
$1.52B
AUM Growth
-$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.13M
3
+$982K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$831K
5
TSM icon
TSMC
TSM
+$625K

Top Sells

1
+$2.79M
2
+$2.64M
3
+$2.27M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.27M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.99M

Sector Composition

1 Technology 7.16%
2 Communication Services 3.8%
3 Consumer Discretionary 2.81%
4 Financials 0.72%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.94M 0.66%
52,501
-939
27
$9.28M 0.61%
48,752
+960
28
$9.07M 0.6%
148,480
-199
29
$8.45M 0.56%
317,270
-23,564
30
$8.11M 0.54%
25,187
-1,135
31
$7.6M 0.5%
107,234
-32,084
32
$7.59M 0.5%
18,894
-34
33
$6.84M 0.45%
120,664
-12,671
34
$6.4M 0.42%
47,627
-2,867
35
$5.92M 0.39%
228,981
-7,611
36
$5.8M 0.38%
9,898
-2
37
$5.67M 0.37%
16,975
-719
38
$5.53M 0.37%
48,034
-232
39
$5.43M 0.36%
90,047
-2,645
40
$5.17M 0.34%
28,013
41
$4.56M 0.3%
37,497
-15,924
42
$4.41M 0.29%
10,926
+2,431
43
$4.28M 0.28%
19,389
+263
44
$4.14M 0.27%
9,124
-167
45
$4M 0.26%
459,427
+225,000
46
$3.81M 0.25%
49,976
-6,894
47
$3.74M 0.25%
4,082
+128
48
$3.7M 0.24%
6,320
+749
49
$3.45M 0.23%
18,097
50
$3.4M 0.22%
24,405
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