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
676
$814 ﹤0.01%
5
677
$808 ﹤0.01%
8
678
$807 ﹤0.01%
10
679
$771 ﹤0.01%
5
680
$771 ﹤0.01%
10
681
$747 ﹤0.01%
5
682
$745 ﹤0.01%
5
683
$726 ﹤0.01%
5
684
$726 ﹤0.01%
10
685
$718 ﹤0.01%
5
686
$716 ﹤0.01%
8
687
$714 ﹤0.01%
8
688
$710 ﹤0.01%
500
689
$700 ﹤0.01%
60
690
$688 ﹤0.01%
10
691
$680 ﹤0.01%
+19
692
$676 ﹤0.01%
4
693
$674 ﹤0.01%
21
694
$663 ﹤0.01%
5
695
$659 ﹤0.01%
5
696
$638 ﹤0.01%
5
697
$632 ﹤0.01%
5
698
$622 ﹤0.01%
5
699
$620 ﹤0.01%
2
700
$594 ﹤0.01%
27
26 27
28
29 30