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
UMC icon
626
United Microelectronic
UMC
$19B
$1.53K ﹤0.01%
+200
TDG icon
627
TransDigm Group
TDG
$76.3B
$1.52K ﹤0.01%
1
SCCO icon
628
Southern Copper
SCCO
$112B
$1.52K ﹤0.01%
15
UTHR icon
629
United Therapeutics
UTHR
$20.7B
$1.44K ﹤0.01%
5
WBD icon
630
Warner Bros
WBD
$59.6B
$1.4K ﹤0.01%
122
-498
CRS icon
631
Carpenter Technology
CRS
$15.8B
$1.38K ﹤0.01%
5
FANG icon
632
Diamondback Energy
FANG
$45B
$1.37K ﹤0.01%
10
NOK icon
633
Nokia
NOK
$34.2B
$1.37K ﹤0.01%
265
DD icon
634
DuPont de Nemours
DD
$16.9B
$1.37K ﹤0.01%
48
ALLY icon
635
Ally Financial
ALLY
$12.8B
$1.36K ﹤0.01%
35
HLT icon
636
Hilton Worldwide
HLT
$66.2B
$1.33K ﹤0.01%
5
TSCO icon
637
Tractor Supply
TSCO
$29B
$1.32K ﹤0.01%
25
BLDR icon
638
Builders FirstSource
BLDR
$12.6B
$1.28K ﹤0.01%
11
HQL
639
abrdn Life Sciences Investors
HQL
$498M
$1.28K ﹤0.01%
100
XBI icon
640
State Street SPDR S&P Biotech ETF
XBI
$7.99B
$1.24K ﹤0.01%
15
WWD icon
641
Woodward
WWD
$18B
$1.23K ﹤0.01%
5
GPC icon
642
Genuine Parts
GPC
$18.3B
$1.21K ﹤0.01%
10
UNM icon
643
Unum
UNM
$12.7B
$1.21K ﹤0.01%
15
STE icon
644
Steris
STE
$26B
$1.2K ﹤0.01%
5
EOG icon
645
EOG Resources
EOG
$59.5B
$1.2K ﹤0.01%
10
UAL icon
646
United Airlines
UAL
$33B
$1.2K ﹤0.01%
15
EQT icon
647
EQT Corp
EQT
$37.5B
$1.17K ﹤0.01%
20
STRL icon
648
Sterling Infrastructure
STRL
$10B
$1.15K ﹤0.01%
5
KEX icon
649
Kirby Corp
KEX
$6.22B
$1.14K ﹤0.01%
10
HAL icon
650
Halliburton
HAL
$22.6B
$1.12K ﹤0.01%
55