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
751
$261 ﹤0.01%
5
752
$260 ﹤0.01%
5
753
$256 ﹤0.01%
5
754
$254 ﹤0.01%
5
755
$245 ﹤0.01%
10
756
$245 ﹤0.01%
6
757
$230 ﹤0.01%
5
758
$225 ﹤0.01%
10
759
$224 ﹤0.01%
10
760
$223 ﹤0.01%
11
761
$223 ﹤0.01%
15
762
$222 ﹤0.01%
5
763
$219 ﹤0.01%
5
764
$215 ﹤0.01%
5
-2,667
765
$211 ﹤0.01%
5
766
$210 ﹤0.01%
10
767
$208 ﹤0.01%
5
768
$194 ﹤0.01%
5
769
$186 ﹤0.01%
5
770
$184 ﹤0.01%
5
771
$183 ﹤0.01%
5
772
$183 ﹤0.01%
21
773
$180 ﹤0.01%
+750
774
$172 ﹤0.01%
7
-1,386
775
$172 ﹤0.01%
5
29 30
31
32 33