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
151
$394K 0.02%
3,550
152
$385K 0.02%
2,000
153
$383K 0.02%
4,174
154
$382K 0.02%
1,680
-86
155
$381K 0.02%
8,700
156
$370K 0.02%
2,136
+2
157
$350K 0.02%
7,190
158
$344K 0.02%
2,884
159
$337K 0.02%
2,355
+72
160
$336K 0.02%
1,643
161
$332K 0.02%
2,800
162
$332K 0.02%
30,598
+6,598
163
$329K 0.02%
9,627
164
$328K 0.02%
463
165
$324K 0.02%
605
166
$323K 0.02%
8,613
167
$320K 0.02%
16,779
+96
168
$319K 0.02%
2,365
+2
169
$314K 0.02%
717
-46
170
$313K 0.02%
1,015
171
$306K 0.02%
4,189
172
$301K 0.02%
5,470
-370
173
$299K 0.02%
2,732
174
$293K 0.02%
4,236
+367
175
$291K 0.02%
1,570
+235
5 6
7
8 9