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
$967M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1 +$8.28M
2 +$6.27M
3 +$3.2M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.87M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.83M

Top Sells

1 +$2.48M
2 +$1.07M
3 +$726K
4
JWN
Nordstrom
JWN
+$347K
5
RSI icon
Rush Street Interactive
RSI
+$309K

Sector Composition

1 Technology 6.6%
2 Communication Services 5.75%
3 Consumer Discretionary 3.05%
4 Healthcare 0.87%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$166K 0.02%
4,887
177
$164K 0.02%
+1,089
178
$158K 0.02%
3,032
+592
179
$158K 0.02%
11,743
-1,958
180
$155K 0.02%
4,395
181
$154K 0.02%
+1,200
182
$154K 0.02%
835
183
$152K 0.02%
3,562
184
$151K 0.02%
1,070
185
$151K 0.02%
1,907
186
$150K 0.02%
+388
187
$147K 0.02%
905
+56
188
$146K 0.02%
3,108
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189
$145K 0.02%
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190
$141K 0.01%
2,144
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191
$140K 0.01%
1,000
192
$138K 0.01%
2,675
193
$137K 0.01%
2,018
194
$128K 0.01%
600
195
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196
$124K 0.01%
2,066
197
$123K 0.01%
599
198
$121K 0.01%
1,556
-1,410
199
$121K 0.01%
781
+1
200
$120K 0.01%
844