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
EPD icon
526
Enterprise Products Partners
EPD
$68.9B
$4.27K ﹤0.01%
+125
BDX icon
527
Becton Dickinson
BDX
$55.7B
$4.12K ﹤0.01%
+18
JD icon
528
JD.com
JD
$42.2B
$4.11K ﹤0.01%
+100
TRV icon
529
Travelers Companies
TRV
$64.1B
$3.97K ﹤0.01%
+15
USO icon
530
United States Oil Fund
USO
$888M
$3.87K ﹤0.01%
+50
ROBT icon
531
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$587M
$3.86K ﹤0.01%
+95
VTC icon
532
Vanguard Total Corporate Bond ETF
VTC
$1.25B
$3.84K ﹤0.01%
+50
AEM icon
533
Agnico Eagle Mines
AEM
$84B
$3.79K ﹤0.01%
+35
LMND icon
534
Lemonade
LMND
$5.23B
$3.74K ﹤0.01%
+119
VFH icon
535
Vanguard Financials ETF
VFH
$12.5B
$3.58K ﹤0.01%
+30
CELH icon
536
Celsius Holdings
CELH
$10.6B
$3.56K ﹤0.01%
+100
SCHW icon
537
Charles Schwab
SCHW
$167B
$3.52K ﹤0.01%
+45
OBDC icon
538
Blue Owl Capital
OBDC
$6.14B
$3.49K ﹤0.01%
+238
VIS icon
539
Vanguard Industrials ETF
VIS
$6.2B
$3.47K ﹤0.01%
+14
OXY.WS icon
540
Occidental Petroleum Corp Warrants
OXY.WS
$19.3B
$3.46K ﹤0.01%
+125
HCA icon
541
HCA Healthcare
HCA
$109B
$3.46K ﹤0.01%
+10
SCOR icon
542
Comscore
SCOR
$33.1M
$3.44K ﹤0.01%
+500
DFS
543
DELISTED
Discover Financial Services
DFS
$3.41K ﹤0.01%
+20
VOX icon
544
Vanguard Communication Services ETF
VOX
$5.6B
$3.41K ﹤0.01%
+23
KLAC icon
545
KLA
KLAC
$149B
$3.4K ﹤0.01%
+5
IONQ icon
546
IonQ
IONQ
$17.2B
$3.31K ﹤0.01%
+150
CWS icon
547
AdvisorShares Focused Equity ETF
CWS
$186M
$3.29K ﹤0.01%
+50
REGN icon
548
Regeneron Pharmaceuticals
REGN
$74B
$3.17K ﹤0.01%
+5
WSM icon
549
Williams-Sonoma
WSM
$22.1B
$3.16K ﹤0.01%
+20
URI icon
550
United Rentals
URI
$52.1B
$3.13K ﹤0.01%
+5