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
651
$1.11K ﹤0.01%
14
652
$1.11K ﹤0.01%
10
653
$1.1K ﹤0.01%
15
654
$1.09K ﹤0.01%
5
655
$1.09K ﹤0.01%
5
656
$1.05K ﹤0.01%
10
657
$1.02K ﹤0.01%
40
658
$1.01K ﹤0.01%
+200
659
$1K ﹤0.01%
+100
660
$982 ﹤0.01%
20
661
$975 ﹤0.01%
35
662
$962 ﹤0.01%
20
663
$955 ﹤0.01%
15
664
$952 ﹤0.01%
26
665
$947 ﹤0.01%
5
666
$911 ﹤0.01%
10
667
$911 ﹤0.01%
12
668
$905 ﹤0.01%
5
669
$902 ﹤0.01%
5
670
$893 ﹤0.01%
5
671
$871 ﹤0.01%
5
672
$868 ﹤0.01%
15
673
$865 ﹤0.01%
5
674
$853 ﹤0.01%
5
675
$842 ﹤0.01%
15