GC

Garde Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
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
126
$445K 0.03%
6,013
127
$444K 0.03%
21,094
-1,723
128
$420K 0.03%
16,609
-5,966
129
$401K 0.03%
13,572
+200
130
$395K 0.03%
4,132
-1,623
131
$393K 0.03%
3,344
132
$380K 0.03%
2,000
133
$370K 0.02%
1,528
134
$360K 0.02%
8,700
135
$357K 0.02%
+14,208
136
$350K 0.02%
2,884
137
$348K 0.02%
2,409
+400
138
$344K 0.02%
+4,174
139
$340K 0.02%
2,133
140
$338K 0.02%
8,844
141
$335K 0.02%
10,022
-9,734
142
$331K 0.02%
2,283
+1,602
143
$312K 0.02%
616
+90
144
$306K 0.02%
2,800
145
$305K 0.02%
1,015
146
$304K 0.02%
2,363
147
$294K 0.02%
5,203
+209
148
$294K 0.02%
1,614
+150
149
$290K 0.02%
4,189
150
$288K 0.02%
781
-82
4 5
6
7 8