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
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Sells

1 +$4.16M
2 +$3.37M
3 +$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FBTC icon
501
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.3B
$6.48K ﹤0.01%
+90
PAAS icon
502
Pan American Silver
PAAS
$16.1B
$6.46K ﹤0.01%
+250
ICLN icon
503
iShares Global Clean Energy ETF
ICLN
$1.83B
$6.28K ﹤0.01%
+550
LYFT icon
504
Lyft
LYFT
$8.97B
$5.93K ﹤0.01%
+500
PTY icon
505
PIMCO Corporate & Income Opportunity Fund
PTY
$2.54B
$5.78K ﹤0.01%
+400
JEPI icon
506
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
$5.71K ﹤0.01%
+100
NFJ
507
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.21B
$5.7K ﹤0.01%
+470
PSTG icon
508
Pure Storage
PSTG
$27.8B
$5.58K ﹤0.01%
+126
NXG
509
NXG NextGen Infrastructure Income Fund
NXG
$225M
$5.55K ﹤0.01%
+118
INTU icon
510
Intuit
INTU
$182B
$5.53K ﹤0.01%
+9
KMX icon
511
CarMax
KMX
$4.9B
$5.46K ﹤0.01%
+70
NEM icon
512
Newmont
NEM
$96.1B
$5.42K ﹤0.01%
+112
MDT icon
513
Medtronic
MDT
$124B
$5.39K ﹤0.01%
+60
BSTZ icon
514
BlackRock Science and Technology Term Trust
BSTZ
$1.49B
$5.38K ﹤0.01%
+303
JEPQ icon
515
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.7B
$5.18K ﹤0.01%
+100
BTI icon
516
British American Tobacco
BTI
$119B
$5.17K ﹤0.01%
+125
CIBR icon
517
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$4.85K ﹤0.01%
+77
BTG icon
518
B2Gold
BTG
$5.33B
$4.84K ﹤0.01%
+1,700
SAM icon
519
Boston Beer
SAM
$2.11B
$4.78K ﹤0.01%
+20
PII icon
520
Polaris
PII
$3.57B
$4.71K ﹤0.01%
+115
WY icon
521
Weyerhaeuser
WY
$15.7B
$4.68K ﹤0.01%
+160
BKNG icon
522
Booking.com
BKNG
$162B
$4.61K ﹤0.01%
+1
BB icon
523
BlackBerry
BB
$2.5B
$4.46K ﹤0.01%
+1,182
GE icon
524
GE Aerospace
GE
$320B
$4.4K ﹤0.01%
+22
SCHM icon
525
Schwab US Mid-Cap ETF
SCHM
$13.2B
$4.4K ﹤0.01%
+168