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
101
$731K 0.05%
4,360
-278
102
$691K 0.05%
5,741
+2,540
103
$685K 0.05%
1,856
104
$680K 0.04%
2,980
+700
105
$677K 0.04%
5,305
106
$636K 0.04%
8,403
+467
107
$630K 0.04%
27,906
108
$603K 0.04%
6,060
+84
109
$595K 0.04%
24,628
-1,437
110
$592K 0.04%
1,521
111
$583K 0.04%
2,237
112
$579K 0.04%
2,245
-875
113
$547K 0.04%
5,083
+1,077
114
$540K 0.04%
3,360
115
$521K 0.03%
3,588
-837
116
$505K 0.03%
11,479
+2,270
117
$491K 0.03%
+1,154
118
$490K 0.03%
1,741
+100
119
$486K 0.03%
8,472
120
$486K 0.03%
5,382
+3,302
121
$475K 0.03%
5,025
122
$458K 0.03%
3,009
123
$453K 0.03%
19,974
+429
124
$447K 0.03%
14,135
-1,707
125
$447K 0.03%
13,696
3 4
5
6 7