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
526
$5.92K ﹤0.01%
125
527
$5.87K ﹤0.01%
1,282
+100
528
$5.83K ﹤0.01%
470
529
$5.82K ﹤0.01%
77
530
$5.79K ﹤0.01%
1
531
$5.69K ﹤0.01%
+50
532
$5.64K ﹤0.01%
+1,200
533
$5.6K ﹤0.01%
+532
534
$5.56K ﹤0.01%
400
535
$5.32K ﹤0.01%
+50
536
$5.21K ﹤0.01%
119
537
$5.14K ﹤0.01%
+50
538
$5.06K ﹤0.01%
+480
539
$4.78K ﹤0.01%
+200
540
$4.71K ﹤0.01%
168
541
$4.71K ﹤0.01%
70
542
$4.67K ﹤0.01%
115
543
$4.64K ﹤0.01%
100
544
$4.59K ﹤0.01%
95
545
$4.48K ﹤0.01%
5
546
$4.36K ﹤0.01%
20
547
$4.27K ﹤0.01%
180
548
$4.26K ﹤0.01%
+20
549
$4.16K ﹤0.01%
35
550
$4.11K ﹤0.01%
160
20 21
22
23 24