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
576
$3.11K ﹤0.01%
45
577
$3.1K ﹤0.01%
18
578
$3.03K ﹤0.01%
30
-307
579
$2.88K ﹤0.01%
5
580
$2.88K ﹤0.01%
1,316
581
$2.8K ﹤0.01%
15
582
$2.71K ﹤0.01%
23
583
$2.67K ﹤0.01%
5
584
$2.63K ﹤0.01%
5
585
$2.59K ﹤0.01%
125
586
$2.57K ﹤0.01%
+100
587
$2.55K ﹤0.01%
5
588
$2.53K ﹤0.01%
20
589
$2.48K ﹤0.01%
2,000
590
$2.43K ﹤0.01%
+10
591
$2.42K ﹤0.01%
+105
592
$2.41K ﹤0.01%
+550
593
$2.37K ﹤0.01%
265
594
$2.28K ﹤0.01%
20
595
$2.23K ﹤0.01%
5
596
$2.13K ﹤0.01%
67
597
$2.11K ﹤0.01%
20
598
$2.1K ﹤0.01%
15
599
$2.04K ﹤0.01%
5
600
$2.03K ﹤0.01%
126
22 23
24
25 26