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
$1.52B
AUM Growth
-$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.13M
3
+$982K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$831K
5
TSM icon
TSMC
TSM
+$625K

Top Sells

1
+$2.79M
2
+$2.64M
3
+$2.27M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.27M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.99M

Sector Composition

1 Technology 7.16%
2 Communication Services 3.8%
3 Consumer Discretionary 2.81%
4 Financials 0.72%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.09M 0.2%
40,809
-255
52
$2.87M 0.19%
12,377
+1,257
53
$2.63M 0.17%
80,019
+736
54
$2.63M 0.17%
43,550
55
$2.47M 0.16%
3,973
+414
56
$2.03M 0.13%
15,736
-200
57
$2.03M 0.13%
5,538
58
$1.94M 0.13%
5,356
+335
59
$1.86M 0.12%
9,411
+3,165
60
$1.82M 0.12%
78,599
+230
61
$1.81M 0.12%
36,540
+10,511
62
$1.72M 0.11%
16,663
63
$1.62M 0.11%
7,331
-43
64
$1.48M 0.1%
4,986
+148
65
$1.43M 0.09%
23,667
-6,187
66
$1.4M 0.09%
26,451
+15,671
67
$1.39M 0.09%
14,933
-154
68
$1.36M 0.09%
8,826
69
$1.34M 0.09%
14,659
-4,526
70
$1.31M 0.09%
7,095
71
$1.31M 0.09%
25,125
-49
72
$1.26M 0.08%
5,410
+104
73
$1.22M 0.08%
7,345
+30
74
$1.21M 0.08%
5,028
+1,402
75
$1.17M 0.08%
27,769
-9,361
1 2
3
4 5