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
$1.44B
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.59M
3
+$2.43M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
ABNB icon
Airbnb
ABNB
+$995K

Top Sells

1
+$5.2M
2
+$4.25M
3
+$3.79M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.24M

Sector Composition

1 Technology 7.18%
2 Communication Services 3.4%
3 Consumer Discretionary 2.43%
4 Financials 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.15%
29,839
-4,053
52
$2.15M 0.15%
27,619
-4,462
53
$2.11M 0.15%
3,663
+43
54
$2.06M 0.14%
10,430
-1,778
55
$1.95M 0.14%
16,367
+33
56
$1.87M 0.13%
56,851
+1,446
57
$1.85M 0.13%
5,538
58
$1.78M 0.12%
11,120
59
$1.75M 0.12%
8,813
-170
60
$1.67M 0.12%
5,021
-55
61
$1.57M 0.11%
16,688
62
$1.49M 0.1%
7,334
-385
63
$1.39M 0.1%
25,887
-1,345
64
$1.37M 0.1%
35,572
-2,954
65
$1.32M 0.09%
15,087
-2,271
66
$1.24M 0.09%
7,095
67
$1.22M 0.08%
5,404
+1
68
$1.21M 0.08%
6,660
-490
69
$1.19M 0.08%
24,409
70
$1.14M 0.08%
26,029
71
$1.12M 0.08%
4,838
-175
72
$1.1M 0.08%
7,287
+6,561
73
$1.08M 0.08%
7,687
-250
74
$1.06M 0.07%
1,941
-494
75
$1.04M 0.07%
26,598
1 2
3
4 5