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
101
$701K 0.05%
8,350
102
$699K 0.05%
2,237
-678
103
$694K 0.05%
4,425
104
$688K 0.05%
20,527
-1,510
105
$653K 0.05%
2,488
+1
106
$644K 0.04%
2,527
-36
107
$617K 0.04%
29,065
-8,243
108
$523K 0.04%
1,520
-124
109
$518K 0.04%
5,755
-873
110
$516K 0.04%
2,280
111
$508K 0.04%
3,081
-20
112
$492K 0.03%
1,641
-49
113
$483K 0.03%
13,372
-12,295
114
$480K 0.03%
13,696
-8,988
115
$470K 0.03%
23,518
-14,204
116
$470K 0.03%
4,084
-359
117
$459K 0.03%
3,360
-3,573
118
$454K 0.03%
8,472
-3,423
119
$449K 0.03%
8,386
120
$448K 0.03%
+2,579
121
$437K 0.03%
857
-166
122
$434K 0.03%
1,943
123
$427K 0.03%
20,382
-180
124
$422K 0.03%
15,972
125
$406K 0.03%
7,018
+3
3 4
5
6 7