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GC

Garde Capital Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.9%
This Fund
S&P 500
This Quarter Est. Return
-3.32%
1 Year Est. Return
+13.9%
3 Year Est. Return
+51.52%
5 Year Est. Return
+51.47%
10 Year Est. Return
+173.98%
AUM
$1.67B
AUM Growth
+$43.8M
Cap. Flow
+$116M
Cap. Flow %
6.96%
Top 10 Hldgs %
58.11%
Holding
206
New
25
Increased
74
Reduced
53
Closed
8

Top Buys

1
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$58.6M
2
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$22.9M
3
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$11.9M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$8.81M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$6.81M

Top Sells

1
HYGW icon
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
+$1.09M
2
CRM icon
Salesforce
CRM
+$1.07M
3
MSFT icon
Microsoft
MSFT
+$944K
4
PLTR icon
Palantir
PLTR
+$911K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$878K

Sector Composition

1 Technology 6.29%
2 Communication Services 3.34%
3 Consumer Discretionary 2.15%
4 Financials 0.98%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QUAL icon
176
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
$259K 0.02%
1,349
+119
+10% +$23.9K
PANW icon
177
Palo Alto Networks
PANW
$292B
$259K 0.02%
1,613
-93
-5% -$15.6K
RSP icon
178
Invesco S&P 500 Equal Weight ETF
RSP
$96.6B
$257K 0.02%
+1,339
New +$265K
DSWL icon
179
Deswell Industries
DSWL
$55.6M
$248K 0.01%
83,048
– –
NKE icon
180
Nike
NKE
$63.4B
$245K 0.01%
4,644
-1,593
-26% -$96.6K
DLN icon
181
WisdomTree US LargeCap Dividend Fund
DLN
$6.21B
$241K 0.01%
2,700
– –
AIRR icon
182
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$240K 0.01%
+2,168
New +$245K
ABT icon
183
Abbott
ABT
$154B
$238K 0.01%
2,315
+677
+41% +$76.4K
FNDX icon
184
Schwab Fundamental US Large Company Index ETF
FNDX
$26.3B
$232K 0.01%
+8,334
New +$236K
DOCU
185
DocuSign
DOCU
$9.62B
$229K 0.01%
4,839
– –
IJJ icon
186
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.77B
$228K 0.01%
1,719
– –
SCHH icon
187
Schwab US REIT ETF
SCHH
$11.4B
$226K 0.01%
10,527
+257
+3% +$5.63K
AMD icon
188
Advanced Micro Devices
AMD
$888B
$225K 0.01%
1,108
+38
+4% +$8.11K
MDLZ icon
189
Mondelez International
MDLZ
$75.1B
$223K 0.01%
3,863
– –
TJX icon
190
TJX Companies
TJX
$165B
$221K 0.01%
+1,382
New +$215K
IGV icon
191
iShares Expanded Tech-Software Sector ETF
IGV
$14.1B
$219K 0.01%
2,732
– –
AM icon
192
Antero Midstream
AM
$11B
$218K 0.01%
+9,553
New +$197K
MO icon
193
Altria Group
MO
$118B
$218K 0.01%
+3,299
New +$212K
SO icon
194
Southern Company
SO
$108B
$216K 0.01%
+2,236
New +$207K
IJT icon
195
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.27B
$214K 0.01%
1,477
– –
IJS icon
196
iShares S&P Small-Cap 600 Value ETF
IJS
$8.1B
$203K 0.01%
+1,715
New +$207K
ACHR icon
197
Archer Aviation
ACHR
$3.68B
$65.9K ﹤0.01%
+12,747
New +$91K
NAUT icon
198
Nautilus Biotechnolgy
NAUT
$224M
$42.7K ﹤0.01%
11,000
-7,000
-39% -$17.2K
ACWV icon
199
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.25B
– –
-2,451
Closed -$291K
BOX icon
200
Box
BOX
$4.24B
– –
-7,577
Closed -$227K
5 6 7
8
9

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