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
126
$685K 0.04%
2,139
127
$663K 0.04%
8,423
-1,652
128
$648K 0.03%
2,321
+86
129
$605K 0.03%
7,770
-366
130
$584K 0.03%
12,338
+859
131
$573K 0.03%
6,189
-4,053
132
$559K 0.03%
2,430
+50
133
$558K 0.03%
1,521
134
$531K 0.03%
2,214
-31
135
$531K 0.03%
5,025
136
$526K 0.03%
5,384
+1
137
$524K 0.03%
27,906
138
$523K 0.03%
4,855
+107
139
$523K 0.03%
16,519
+1,323
140
$509K 0.03%
1,154
141
$504K 0.03%
5,937
142
$479K 0.03%
8,472
143
$477K 0.03%
6,718
-990
144
$466K 0.02%
1,528
145
$447K 0.02%
3,388
+483
146
$432K 0.02%
18,126
+258
147
$430K 0.02%
3,344
148
$427K 0.02%
9,489
+645
149
$427K 0.02%
556
150
$406K 0.02%
13,572
4 5
6
7 8