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
76
$1.84M 0.1%
75,099
-1,171
77
$1.83M 0.1%
4,615
78
$1.77M 0.09%
16,176
-487
79
$1.63M 0.09%
7,455
-651
80
$1.62M 0.09%
27,064
+2,189
81
$1.62M 0.09%
17,108
+2,175
82
$1.6M 0.09%
230,999
-75,499
83
$1.6M 0.09%
67,140
84
$1.59M 0.09%
4,986
85
$1.49M 0.08%
6,894
-434
86
$1.46M 0.08%
2
+1
87
$1.45M 0.08%
24,453
88
$1.45M 0.08%
4,992
-35
89
$1.43M 0.08%
8,998
90
$1.38M 0.07%
10,900
-50
91
$1.36M 0.07%
14,842
-864
92
$1.34M 0.07%
6,921
-174
93
$1.26M 0.07%
23,885
-11,572
94
$1.25M 0.07%
1,604
+274
95
$1.24M 0.07%
29,981
+51
96
$1.18M 0.06%
38,650
+500
97
$1.18M 0.06%
5,645
-3
98
$1.18M 0.06%
8,790
99
$1.18M 0.06%
17,495
+2,609
100
$1.17M 0.06%
1,877
2 3
4
5 6