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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
(+2.7%)
Cap. Flow
+$116M
Cap. Flow
% of AUM
6.96%
Top 10 Holdings %
Top 10 Hldgs %
58.11%
Holding
206
New
25
Increased
74
Reduced
53
Closed
8
Top Buys
Top Sells
| 1 |
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
|
+$1.09M |
| 2 |
Salesforce
CRM
|
+$1.07M |
| 3 |
Microsoft
MSFT
|
+$944K |
| 4 |
Palantir
PLTR
|
+$911K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
BP
BP
$107B
| – | – |
-12,345
| Closed | -$429K |
|
|
202
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$113M
| – | – |
-36,659
| Closed | -$1.09M |
|
203
Mettler-Toledo International
MTD
$26.6B
| – | – |
-150
| Closed | -$209K |
|
204
Prudential Financial
PRU
$39.9B
| – | – |
-2,000
| Closed | -$226K |
|
205
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
| – | – |
-28,433
| Closed | -$664K |
|
206
Workday
WDAY
$34.5B
| – | – |
-1,896
| Closed | -$407K |
|
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