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
BTI icon
526
British American Tobacco
BTI
$127B
$5.92K ﹤0.01%
125
BB icon
527
BlackBerry
BB
$2.35B
$5.87K ﹤0.01%
1,282
+100
NFJ
528
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.22B
$5.83K ﹤0.01%
470
CIBR icon
529
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$5.82K ﹤0.01%
77
BKNG icon
530
Booking.com
BKNG
$159B
$5.79K ﹤0.01%
1
PPG icon
531
PPG Industries
PPG
$22.8B
$5.69K ﹤0.01%
+50
EPM icon
532
Evolution Petroleum
EPM
$139M
$5.64K ﹤0.01%
+1,200
CHI
533
Calamos Convertible Opportunities and Income Fund
CHI
$844M
$5.6K ﹤0.01%
+532
PTY icon
534
PIMCO Corporate & Income Opportunity Fund
PTY
$2.54B
$5.56K ﹤0.01%
400
BNTX icon
535
BioNTech
BNTX
$23.8B
$5.32K ﹤0.01%
+50
LMND icon
536
Lemonade
LMND
$5.69B
$5.21K ﹤0.01%
119
CCI icon
537
Crown Castle
CCI
$38.6B
$5.14K ﹤0.01%
+50
JOBY icon
538
Joby Aviation
JOBY
$12.2B
$5.06K ﹤0.01%
+480
NIE
539
Virtus Equity & Convertible Income Fund
NIE
$706M
$4.78K ﹤0.01%
+200
SCHM icon
540
Schwab US Mid-Cap ETF
SCHM
$12.2B
$4.71K ﹤0.01%
168
KMX icon
541
CarMax
KMX
$5.74B
$4.71K ﹤0.01%
70
PII icon
542
Polaris
PII
$3.73B
$4.67K ﹤0.01%
115
CELH icon
543
Celsius Holdings
CELH
$10.8B
$4.64K ﹤0.01%
100
ROBT icon
544
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$654M
$4.59K ﹤0.01%
95
KLAC icon
545
KLA
KLAC
$153B
$4.48K ﹤0.01%
5
JBL icon
546
Jabil
JBL
$22.6B
$4.36K ﹤0.01%
20
ETH
547
Grayscale Ethereum Mini Trust ETF
ETH
$2.01B
$4.27K ﹤0.01%
180
COF icon
548
Capital One
COF
$141B
$4.26K ﹤0.01%
+20
AEM icon
549
Agnico Eagle Mines
AEM
$86.7B
$4.16K ﹤0.01%
35
WY icon
550
Weyerhaeuser
WY
$16.1B
$4.11K ﹤0.01%
160