GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
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 +$5.56M
3 +$4.05M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.68M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.84M

Top Sells

1 +$8.74M
2 +$6.76M
3 +$5.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.59M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.22M

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
MDB icon
201
MongoDB
MDB
$27B
$211K 0.01%
1,005
+1,000
CEG icon
202
Constellation Energy
CEG
$114B
$201K 0.01%
624
VHT icon
203
Vanguard Health Care ETF
VHT
$17.6B
$197K 0.01%
793
IJT icon
204
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.41B
$197K 0.01%
1,477
CSCO icon
205
Cisco
CSCO
$304B
$194K 0.01%
2,789
+646
MO icon
206
Altria Group
MO
$99.1B
$193K 0.01%
3,299
AM icon
207
Antero Midstream
AM
$8.58B
$191K 0.01%
10,091
TOST icon
208
Toast
TOST
$20.1B
$185K 0.01%
4,179
+367
RTX icon
209
RTX Corp
RTX
$235B
$177K 0.01%
1,210
+200
MTD icon
210
Mettler-Toledo International
MTD
$30.2B
$176K 0.01%
150
MRK icon
211
Merck
MRK
$260B
$175K 0.01%
2,207
-3,695
IJS icon
212
iShares S&P Small-Cap 600 Value ETF
IJS
$6.65B
$171K 0.01%
1,715
AMAT icon
213
Applied Materials
AMAT
$201B
$167K 0.01%
913
PAVE icon
214
Global X US Infrastructure Development ETF
PAVE
$9.81B
$166K 0.01%
3,800
TILT icon
215
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.85B
$166K 0.01%
739
CME icon
216
CME Group
CME
$101B
$165K 0.01%
600
DE icon
217
Deere & Co
DE
$126B
$165K 0.01%
325
IGM icon
218
iShares Expanded Tech Sector ETF
IGM
$8.88B
$158K 0.01%
1,410
LOW icon
219
Lowe's Companies
LOW
$136B
$158K 0.01%
712
+128
ROKU icon
220
Roku
ROKU
$14.3B
$155K 0.01%
1,760
+1,407
UNH icon
221
UnitedHealth
UNH
$299B
$151K 0.01%
485
+44
VGLT icon
222
Vanguard Long-Term Treasury ETF
VGLT
$9.99B
$150K 0.01%
2,664
ESTC icon
223
Elastic
ESTC
$7.43B
$149K 0.01%
1,761
VYMI icon
224
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
$147K 0.01%
1,831
RY icon
225
Royal Bank of Canada
RY
$217B
$146K 0.01%
1,107