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
$1.87B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$5.56M
3 +$4.05M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.68M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.84M

Top Sells

1 +$8.74M
2 +$6.76M
3 +$5.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.59M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.22M

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
AJG icon
126
Arthur J. Gallagher & Co
AJG
$63.6B
$685K 0.04%
2,139
BSV icon
127
Vanguard Short-Term Bond ETF
BSV
$39.3B
$663K 0.03%
8,423
-1,652
AMGN icon
128
Amgen
AMGN
$186B
$648K 0.03%
2,321
+86
DOCU icon
129
DocuSign
DOCU
$13.9B
$605K 0.03%
7,770
-366
BAC icon
130
Bank of America
BAC
$392B
$584K 0.03%
12,338
+859
EMB icon
131
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.2B
$573K 0.03%
6,189
-4,053
UNP icon
132
Union Pacific
UNP
$138B
$559K 0.03%
2,430
+50
HD icon
133
Home Depot
HD
$355B
$558K 0.03%
1,521
WDAY icon
134
Workday
WDAY
$56.7B
$531K 0.03%
2,214
-31
FTNT icon
135
Fortinet
FTNT
$60.3B
$531K 0.03%
5,025
WMT icon
136
Walmart
WMT
$881B
$526K 0.03%
5,384
+1
RELY icon
137
Remitly
RELY
$2.83B
$524K 0.03%
27,906
XOM icon
138
Exxon Mobil
XOM
$489B
$523K 0.03%
4,855
+107
CPER icon
139
United States Copper Index Fund
CPER
$339M
$523K 0.03%
16,519
+1,323
DIA icon
140
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.7B
$509K 0.03%
1,154
GBTC icon
141
Grayscale Bitcoin Trust
GBTC
$36.3B
$504K 0.03%
5,937
USRT icon
142
iShares Core US REIT ETF
USRT
$3.32B
$479K 0.03%
8,472
NKE icon
143
Nike
NKE
$95.5B
$477K 0.02%
6,718
-990
GLD icon
144
SPDR Gold Trust
GLD
$141B
$466K 0.02%
1,528
PEP icon
145
PepsiCo
PEP
$203B
$447K 0.02%
3,388
+483
SCHB icon
146
Schwab US Broad Market ETF
SCHB
$38.3B
$432K 0.02%
18,126
+258
ACWI icon
147
iShares MSCI ACWI ETF
ACWI
$24B
$430K 0.02%
3,344
COPX icon
148
Global X Copper Miners ETF NEW
COPX
$3.51B
$427K 0.02%
9,489
+645
SPOT icon
149
Spotify
SPOT
$123B
$427K 0.02%
556
BP icon
150
BP
BP
$92.2B
$406K 0.02%
13,572