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
726
$374 ﹤0.01%
20
727
$367 ﹤0.01%
5
728
$365 ﹤0.01%
5
729
$359 ﹤0.01%
5
730
$349 ﹤0.01%
17
731
$332 ﹤0.01%
6
732
$325 ﹤0.01%
5
733
$316 ﹤0.01%
20
734
$316 ﹤0.01%
5
735
$315 ﹤0.01%
5
736
$315 ﹤0.01%
15
737
$310 ﹤0.01%
22
738
$309 ﹤0.01%
5
739
$304 ﹤0.01%
5
740
$302 ﹤0.01%
10
741
$292 ﹤0.01%
35
742
$287 ﹤0.01%
10
743
$287 ﹤0.01%
5
744
$285 ﹤0.01%
5
745
$277 ﹤0.01%
31
746
$269 ﹤0.01%
10
747
$266 ﹤0.01%
5
748
$266 ﹤0.01%
15
749
$266 ﹤0.01%
5
750
$263 ﹤0.01%
5
28 29
30
31 32