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
551
$4.11K ﹤0.01%
45
552
$4.01K ﹤0.01%
15
553
$3.93K ﹤0.01%
23
554
$3.92K ﹤0.01%
14
555
$3.88K ﹤0.01%
125
556
$3.87K ﹤0.01%
50
557
$3.83K ﹤0.01%
10
558
$3.82K ﹤0.01%
30
559
$3.82K ﹤0.01%
20
560
$3.77K ﹤0.01%
5
561
$3.67K ﹤0.01%
142
+75
562
$3.66K ﹤0.01%
5
563
$3.66K ﹤0.01%
50
564
$3.52K ﹤0.01%
50
565
$3.5K ﹤0.01%
10
566
$3.49K ﹤0.01%
5
567
$3.43K ﹤0.01%
+32
568
$3.41K ﹤0.01%
238
569
$3.36K ﹤0.01%
979
-1,443
570
$3.31K ﹤0.01%
+101
571
$3.27K ﹤0.01%
20
572
$3.26K ﹤0.01%
100
573
$3.15K ﹤0.01%
33
574
$3.14K ﹤0.01%
+1,193
575
$3.13K ﹤0.01%
10
21 22
23
24 25