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
$1.52B
AUM Growth
-$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.13M
3
+$982K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$831K
5
TSM icon
TSMC
TSM
+$625K

Top Sells

1
+$2.79M
2
+$2.64M
3
+$2.27M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.27M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.99M

Sector Composition

1 Technology 7.16%
2 Communication Services 3.8%
3 Consumer Discretionary 2.81%
4 Financials 0.72%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.08%
24,453
+612
77
$1.14M 0.08%
6,112
78
$1.13M 0.07%
6,395
+220
79
$1.1M 0.07%
1,876
80
$1.09M 0.07%
26,598
81
$1M 0.07%
103,960
+3,960
82
$971K 0.06%
6,288
+238
83
$945K 0.06%
9,304
84
$927K 0.06%
4,946
85
$926K 0.06%
7,045
-242
86
$900K 0.06%
3,104
+491
87
$887K 0.06%
15,458
-293
88
$865K 0.06%
3,006
-38
89
$860K 0.06%
6,400
90
$855K 0.06%
1,107
+205
91
$853K 0.06%
3,228
-53
92
$840K 0.06%
11,109
-24
93
$820K 0.05%
2,596
+161
94
$819K 0.05%
23,362
-4,204
95
$793K 0.05%
11,285
96
$773K 0.05%
235,588
97
$772K 0.05%
866
-275
98
$760K 0.05%
4,630
-183
99
$741K 0.05%
8,350
100
$732K 0.05%
8,136
-250
2 3
4
5 6