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
176
$288K 0.02%
2,074
177
$287K 0.02%
4,263
+200
178
$286K 0.02%
7,311
-405
179
$278K 0.01%
5,516
-134,219
180
$276K 0.01%
1,809
181
$276K 0.01%
2,756
-14,077
182
$273K 0.01%
896
183
$262K 0.01%
12,396
-3,115
184
$260K 0.01%
3,749
-150
185
$258K 0.01%
525
186
$257K 0.01%
1,996
-21
187
$253K 0.01%
820
+19
188
$253K 0.01%
2,228
+226
189
$252K 0.01%
1,870
190
$246K 0.01%
1,983
-667
191
$241K 0.01%
5,900
192
$229K 0.01%
1,857
193
$225K 0.01%
1,230
194
$222K 0.01%
2,700
195
$221K 0.01%
83,048
196
$218K 0.01%
7,245
197
$216K 0.01%
3,480
-125
198
$215K 0.01%
2,000
199
$214K 0.01%
1,573
+50
200
$212K 0.01%
790
-100
6 7
8
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