GC
Garde Capital Portfolio holdings
AUM
$1.87B
This Quarter Return
+1.31%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$1.52B
AUM Growth
-$5.05M
(-0.33%)
Cap. Flow
-$10.9M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
55.56%
Holding
289
New
24
Increased
87
Reduced
80
Closed
11
Top Buys
| 1 |
Peloton Interactive
PTON
|
$1.96M |
| 2 |
Vanguard Value ETF
VTV
|
$1.13M |
| 3 |
Tesla
TSLA
|
$982K |
| 4 |
iShares Bitcoin Trust
IBIT
|
$831K |
| 5 |
TSMC
TSM
|
$625K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$2.79M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$2.64M |
| 3 |
Zillow
ZG
|
$2.27M |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
$2.27M |
| 5 |
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% |
