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
STN icon
476
Stantec
STN
$10.9B
$10.9K ﹤0.01%
100
BIB icon
477
ProShares Ultra NASDAQ Biotechnology
BIB
$85.2M
$10.8K ﹤0.01%
236
GD icon
478
General Dynamics
GD
$90.8B
$10.8K ﹤0.01%
37
APA icon
479
APA Corp
APA
$9.04B
$10.6K ﹤0.01%
577
ONON icon
480
On Holding
ONON
$14.7B
$10.4K ﹤0.01%
200
SRVR icon
481
Pacer Data & Infrastructure Real Estate ETF
SRVR
$390M
$10.2K ﹤0.01%
316
XFLT
482
XAI Octagon Floating Rate and Alternative Income Trust
XFLT
$353M
$10.1K ﹤0.01%
1,785
TGT icon
483
Target
TGT
$41.8B
$9.87K ﹤0.01%
100
SATS icon
484
EchoStar
SATS
$21B
$9.7K ﹤0.01%
350
PAGS icon
485
PagSeguro Digital
PAGS
$3.01B
$9.64K ﹤0.01%
1,000
KEY icon
486
KeyCorp
KEY
$20.4B
$9.56K ﹤0.01%
+549
GEV icon
487
GE Vernova
GEV
$158B
$9.53K ﹤0.01%
18
+13
EBAY icon
488
eBay
EBAY
$37.3B
$9.31K ﹤0.01%
125
AEP icon
489
American Electric Power
AEP
$64.7B
$9.23K ﹤0.01%
89
GOOD
490
Gladstone Commercial Corp
GOOD
$534M
$9.04K ﹤0.01%
+631
GM icon
491
General Motors
GM
$68.7B
$8.96K ﹤0.01%
182
GILD icon
492
Gilead Sciences
GILD
$155B
$8.87K ﹤0.01%
80
HRB icon
493
H&R Block
HRB
$5.33B
$8.78K ﹤0.01%
160
NEM icon
494
Newmont
NEM
$99.9B
$8.67K ﹤0.01%
149
+37
BIZD icon
495
VanEck BDC Income ETF
BIZD
$1.56B
$8.6K ﹤0.01%
+528
SPYM
496
State Street SPDR Portfolio S&P 500 ETF
SPYM
$96.9B
$8.51K ﹤0.01%
117
FBTC icon
497
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.2B
$8.46K ﹤0.01%
90
WPM icon
498
Wheaton Precious Metals
WPM
$50.2B
$8.35K ﹤0.01%
93
IT icon
499
Gartner
IT
$16.9B
$8.09K ﹤0.01%
20
SUN icon
500
Sunoco
SUN
$10.5B
$7.93K ﹤0.01%
148