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
101
$1.14M 0.06%
6,241
+500
102
$1.13M 0.06%
100,500
+1,000
103
$1.12M 0.06%
26,598
104
$1.05M 0.06%
5,036
+108
105
$986K 0.05%
15,090
-13,491
106
$956K 0.05%
23,745
+1,132
107
$947K 0.05%
5,612
-500
108
$939K 0.05%
3,212
+108
109
$937K 0.05%
2,640
+97
110
$910K 0.05%
6,874
+67
111
$895K 0.05%
3,198
-9
112
$884K 0.05%
9,888
-105
113
$877K 0.05%
7,970
-1,334
114
$868K 0.05%
10,914
-13,095
115
$856K 0.05%
10,249
-1,036
116
$850K 0.05%
6,377
+1,072
117
$822K 0.04%
2,875
-16
118
$806K 0.04%
15,788
119
$784K 0.04%
8,350
120
$784K 0.04%
7,368
121
$777K 0.04%
7,060
+596
122
$726K 0.04%
4,559
+399
123
$720K 0.04%
1,850
124
$698K 0.04%
4,425
-214
125
$697K 0.04%
29,987
-1,112
3 4
5
6 7