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
701
$585 ﹤0.01%
10
702
$579 ﹤0.01%
5
703
$565 ﹤0.01%
5
704
$563 ﹤0.01%
20
705
$561 ﹤0.01%
5
706
$559 ﹤0.01%
10
707
$542 ﹤0.01%
25
708
$537 ﹤0.01%
20
709
$536 ﹤0.01%
15
710
$516 ﹤0.01%
5
711
$516 ﹤0.01%
35
712
$505 ﹤0.01%
5
713
$499 ﹤0.01%
5
714
$482 ﹤0.01%
5
715
$482 ﹤0.01%
100
-400
716
$459 ﹤0.01%
5
717
$448 ﹤0.01%
15
718
$438 ﹤0.01%
5
719
$435 ﹤0.01%
5
720
$434 ﹤0.01%
5
721
$432 ﹤0.01%
5
722
$411 ﹤0.01%
10
723
$405 ﹤0.01%
12
724
$392 ﹤0.01%
5
725
$376 ﹤0.01%
15
27 28
29
30 31