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
LYFT icon
501
Lyft
LYFT
$8.64B
$7.88K ﹤0.01%
500
BNS icon
502
Scotiabank
BNS
$85.6B
$7.85K ﹤0.01%
142
GFI icon
503
Gold Fields
GFI
$38.5B
$7.67K ﹤0.01%
324
+20
MMM icon
504
3M
MMM
$90.7B
$7.61K ﹤0.01%
50
PNNT
505
Pennant Park Investment Corp
PNNT
$394M
$7.59K ﹤0.01%
1,110
GRAB icon
506
Grab
GRAB
$21.7B
$7.46K ﹤0.01%
1,484
-5,000
VALE icon
507
Vale
VALE
$54.2B
$7.41K ﹤0.01%
763
PSTG icon
508
Pure Storage
PSTG
$28.5B
$7.26K ﹤0.01%
126
AEG icon
509
Aegon
AEG
$12.5B
$7.24K ﹤0.01%
+1,000
ICLN icon
510
iShares Global Clean Energy ETF
ICLN
$1.91B
$7.21K ﹤0.01%
550
PAAS icon
511
Pan American Silver
PAAS
$19.5B
$7.1K ﹤0.01%
250
INTU icon
512
Intuit
INTU
$177B
$7.09K ﹤0.01%
9
CSGP icon
513
CoStar Group
CSGP
$29.3B
$7.08K ﹤0.01%
88
-100
SPLV icon
514
Invesco S&P 500 Low Volatility ETF
SPLV
$7.58B
$7.07K ﹤0.01%
97
EQX icon
515
Equinox Gold
EQX
$11B
$7.04K ﹤0.01%
+1,225
ABR icon
516
Arbor Realty Trust
ABR
$1.71B
$7.04K ﹤0.01%
658
AWK icon
517
American Water Works
AWK
$25.5B
$6.96K ﹤0.01%
50
QTUM icon
518
Defiance Quantum ETF
QTUM
$2.97B
$6.89K ﹤0.01%
+75
WAFD icon
519
WaFd
WAFD
$2.45B
$6.82K ﹤0.01%
233
ORLY icon
520
O'Reilly Automotive
ORLY
$86.3B
$6.76K ﹤0.01%
75
OKTA icon
521
Okta
OKTA
$14.2B
$6.5K ﹤0.01%
65
ALE icon
522
Allete
ALE
$3.93B
$6.41K ﹤0.01%
100
BSTZ icon
523
BlackRock Science and Technology Term Trust
BSTZ
$1.53B
$6.29K ﹤0.01%
303
ARCC icon
524
Ares Capital
ARCC
$14.9B
$6.27K ﹤0.01%
+286
NXG
525
NXG NextGen Infrastructure Income Fund
NXG
$231M
$5.93K ﹤0.01%
118