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
151
$284K 0.02%
1,000
152
$280K 0.02%
955
153
$277K 0.02%
3,857
154
$274K 0.02%
2,732
155
$265K 0.02%
2,256
-57
156
$263K 0.02%
2,074
157
$259K 0.02%
896
158
$257K 0.02%
1,870
159
$251K 0.02%
2,257
-1,925
160
$251K 0.02%
606
161
$249K 0.02%
4,163
+400
162
$249K 0.02%
556
+124
163
$248K 0.02%
433
+120
164
$245K 0.02%
4,824
-3,261
165
$239K 0.02%
2,019
166
$238K 0.02%
24,000
167
$237K 0.02%
1,335
+200
168
$232K 0.02%
1,857
169
$228K 0.02%
4,369
170
$225K 0.01%
3,605
171
$223K 0.01%
525
+25
172
$223K 0.01%
5,900
+1,900
173
$219K 0.01%
1,230
174
$213K 0.01%
3,611
-121
175
$210K 0.01%
2,700
5 6
7
8 9