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
626
$1.53K ﹤0.01%
+200
627
$1.52K ﹤0.01%
1
628
$1.52K ﹤0.01%
15
-1
629
$1.44K ﹤0.01%
5
630
$1.4K ﹤0.01%
122
-498
631
$1.38K ﹤0.01%
5
632
$1.37K ﹤0.01%
10
633
$1.37K ﹤0.01%
265
634
$1.37K ﹤0.01%
48
635
$1.36K ﹤0.01%
35
636
$1.33K ﹤0.01%
5
637
$1.32K ﹤0.01%
25
638
$1.28K ﹤0.01%
11
639
$1.28K ﹤0.01%
100
640
$1.24K ﹤0.01%
15
641
$1.23K ﹤0.01%
5
642
$1.21K ﹤0.01%
10
643
$1.21K ﹤0.01%
15
644
$1.2K ﹤0.01%
5
645
$1.2K ﹤0.01%
10
646
$1.2K ﹤0.01%
15
647
$1.17K ﹤0.01%
20
648
$1.15K ﹤0.01%
5
649
$1.14K ﹤0.01%
10
650
$1.12K ﹤0.01%
55
24 25
26
27 28