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
176
$201K 0.01%
793
-536
177
$200K 0.01%
1,477
-75
178
$198K 0.01%
+83,048
179
$186K 0.01%
1,715
-97
180
$184K 0.01%
150
181
$174K 0.01%
1,540
+375
182
$174K 0.01%
1,761
183
$172K 0.01%
7,245
184
$162K 0.01%
311
185
$160K 0.01%
739
186
$156K 0.01%
1,115
187
$154K 0.01%
3,800
188
$152K 0.01%
10,091
189
$151K 0.01%
+6,625
190
$150K 0.01%
923
191
$150K 0.01%
2,542
-45
192
$148K 0.01%
1,303
+447
193
$148K 0.01%
2,155
-488
194
$147K 0.01%
1,007
195
$145K 0.01%
+500
196
$144K 0.01%
1,696
+530
197
$144K 0.01%
1,410
198
$144K 0.01%
584
+140
199
$141K 0.01%
1,553
200
$141K 0.01%
+1,163
6 7
8
9 10