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
$1.44B
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.59M
3
+$2.43M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
ABNB icon
Airbnb
ABNB
+$995K

Top Sells

1
+$5.2M
2
+$4.25M
3
+$3.79M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.24M

Sector Composition

1 Technology 7.18%
2 Communication Services 3.4%
3 Consumer Discretionary 2.43%
4 Financials 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.07%
100,000
77
$1.04M 0.07%
41,064
+72
78
$1.03M 0.07%
10,368
-373
79
$1.01M 0.07%
1,856
-45
80
$962K 0.07%
4,946
81
$936K 0.07%
+13,271
82
$933K 0.06%
11,912
-555
83
$926K 0.06%
15,790
+530
84
$899K 0.06%
27,566
85
$861K 0.06%
9,304
86
$830K 0.06%
6,400
-6,876
87
$828K 0.06%
6,572
88
$820K 0.06%
11,285
-5,400
89
$817K 0.06%
5,365
90
$817K 0.06%
902
-45
91
$793K 0.06%
+234,677
92
$788K 0.05%
3,003
-38
93
$784K 0.05%
10,399
-9
94
$780K 0.05%
3,222
-275
95
$773K 0.05%
1,146
+163
96
$770K 0.05%
4,670
-244
97
$766K 0.05%
5,090
+1,331
98
$754K 0.05%
3,729
-274
99
$746K 0.05%
5,524
+366
100
$737K 0.05%
5,956
-133
2 3
4
5 6