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
801
$59 ﹤0.01%
5
802
$58 ﹤0.01%
5
803
$57 ﹤0.01%
5
804
$55 ﹤0.01%
5
805
$53 ﹤0.01%
5
806
$49 ﹤0.01%
5
807
$44 ﹤0.01%
5
808
$39 ﹤0.01%
3
809
$30 ﹤0.01%
5
810
$26 ﹤0.01%
1
811
$9 ﹤0.01%
1
812
$8 ﹤0.01%
1
813
– –
0
814
$6 ﹤0.01%
2
815
$3 ﹤0.01%
1
816
– –
0
817
$2 ﹤0.01%
1
818
– –
-100
819
– –
-2
820
– –
-37
821
– –
-3,409
822
– –
-84
823
– –
-2,390
824
– –
-200
825
– –
-48
30 31 32
33
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