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
51
$5.4M 0.29%
213,264
-11,718
52
$5.31M 0.28%
38,917
-1,081
53
$5.29M 0.28%
28,013
54
$5.26M 0.28%
86,063
-542
55
$5.02M 0.27%
33,372
+156
56
$4.89M 0.26%
10,075
+871
57
$4.61M 0.25%
19,360
-29
58
$4.51M 0.24%
16,535
-1,595
59
$4.46M 0.24%
35,150
-2,467
60
$4.08M 0.22%
4,121
+37
61
$3.98M 0.21%
44,565
+139
62
$3.84M 0.21%
12,104
+1,833
63
$3.72M 0.2%
13,482
+2,317
64
$3.21M 0.17%
16,433
-1,664
65
$3.17M 0.17%
80,399
+8,609
66
$3.06M 0.16%
22,615
+7,384
67
$3.04M 0.16%
51,661
-10,003
68
$3M 0.16%
115,206
+1,947
69
$2.88M 0.15%
4,335
+397
70
$2.87M 0.15%
46,001
+4,805
71
$2.39M 0.13%
42,549
-1,001
72
$2.3M 0.12%
10,149
-77
73
$2.28M 0.12%
24,389
-2,499
74
$2.23M 0.12%
9,987
-483
75
$2.08M 0.11%
5,359
+2
1 2
3
4 5