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
501
$7.88K ﹤0.01%
500
502
$7.85K ﹤0.01%
142
503
$7.67K ﹤0.01%
324
+20
504
$7.61K ﹤0.01%
50
505
$7.59K ﹤0.01%
1,110
506
$7.46K ﹤0.01%
1,484
-5,000
507
$7.41K ﹤0.01%
763
508
$7.26K ﹤0.01%
126
509
$7.24K ﹤0.01%
+1,000
510
$7.21K ﹤0.01%
550
511
$7.1K ﹤0.01%
250
512
$7.09K ﹤0.01%
9
513
$7.08K ﹤0.01%
88
-100
514
$7.07K ﹤0.01%
97
515
$7.04K ﹤0.01%
+1,225
516
$7.04K ﹤0.01%
658
517
$6.96K ﹤0.01%
50
518
$6.89K ﹤0.01%
+75
519
$6.82K ﹤0.01%
233
520
$6.76K ﹤0.01%
75
521
$6.5K ﹤0.01%
65
522
$6.41K ﹤0.01%
100
523
$6.29K ﹤0.01%
303
524
$6.27K ﹤0.01%
+286
525
$5.93K ﹤0.01%
118
19 20
21
22 23