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
476
$10.9K ﹤0.01%
100
477
$10.8K ﹤0.01%
236
478
$10.8K ﹤0.01%
37
479
$10.6K ﹤0.01%
577
480
$10.4K ﹤0.01%
200
481
$10.2K ﹤0.01%
316
482
$10.1K ﹤0.01%
1,785
483
$9.87K ﹤0.01%
100
484
$9.7K ﹤0.01%
350
485
$9.64K ﹤0.01%
1,000
486
$9.56K ﹤0.01%
+549
487
$9.53K ﹤0.01%
18
+13
488
$9.31K ﹤0.01%
125
489
$9.23K ﹤0.01%
89
490
$9.04K ﹤0.01%
+631
491
$8.96K ﹤0.01%
182
492
$8.87K ﹤0.01%
80
493
$8.78K ﹤0.01%
160
494
$8.67K ﹤0.01%
149
+37
495
$8.6K ﹤0.01%
+528
496
$8.51K ﹤0.01%
117
497
$8.46K ﹤0.01%
90
498
$8.35K ﹤0.01%
93
499
$8.09K ﹤0.01%
20
500
$7.93K ﹤0.01%
148
18 19
20
21 22