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
26
$19.8M 1.06%
199,855
-5,350
27
$19.6M 1.05%
279,573
-3,982
28
$19.2M 1.03%
34,738
-348
29
$17.7M 0.95%
267,146
-1,118
30
$17M 0.91%
613,396
-15,661
31
$16.4M 0.88%
741,254
-7,514
32
$12.4M 0.66%
60,571
33
$11.5M 0.61%
58,860
-202
34
$11.4M 0.61%
41,074
-161
35
$11.2M 0.6%
188,077
+17,431
36
$9.82M 0.53%
142,939
+911
37
$9.21M 0.49%
193,823
+5,561
38
$9.06M 0.49%
51,431
-452
39
$8.74M 0.47%
289,932
-6,604
40
$8.64M 0.46%
48,685
-68
41
$8.52M 0.46%
25,078
-54
42
$7.61M 0.41%
17,924
-80
43
$7.4M 0.4%
112,972
+4,748
44
$7.36M 0.39%
107,416
+17
45
$6.84M 0.37%
43,294
-2,232
46
$6.79M 0.36%
9,204
-72
47
$6.63M 0.36%
119,008
-3,331
48
$6.08M 0.33%
9,835
-9
49
$5.67M 0.3%
51,872
+940
50
$5.45M 0.29%
89,069
+43,854
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