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
$1.44B
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.59M
3
+$2.43M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
ABNB icon
Airbnb
ABNB
+$995K

Top Sells

1
+$5.2M
2
+$4.25M
3
+$3.79M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.24M

Sector Composition

1 Technology 7.18%
2 Communication Services 3.4%
3 Consumer Discretionary 2.43%
4 Financials 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$273K 0.02%
1,870
152
$269K 0.02%
4,189
153
$264K 0.02%
8,085
154
$260K 0.02%
2,312
-188
155
$259K 0.02%
1,000
156
$248K 0.02%
1,464
+20
157
$246K 0.02%
3,763
-250
158
$246K 0.02%
4,083
+658
159
$240K 0.02%
4,105
-1,865
160
$240K 0.02%
3,390
161
$237K 0.02%
2,732
+1,147
162
$237K 0.02%
896
163
$237K 0.02%
2,019
164
$229K 0.02%
2,074
165
$218K 0.02%
923
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166
$214K 0.01%
896
167
$213K 0.01%
+120,337
168
$211K 0.01%
1,857
-239
169
$210K 0.01%
150
170
$210K 0.01%
1,230
171
$209K 0.01%
4,404
-1,235
172
$204K 0.01%
500
173
$201K 0.01%
1,761
174
$199K 0.01%
4,369
175
$199K 0.01%
1,552
5 6
7
8 9