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
$1.44B
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.59M
3
+$2.43M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
ABNB icon
Airbnb
ABNB
+$995K

Top Sells

1
+$5.2M
2
+$4.25M
3
+$3.79M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.24M

Sector Composition

1 Technology 7.18%
2 Communication Services 3.4%
3 Consumer Discretionary 2.43%
4 Financials 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$130K 0.01%
1,926
-981
202
$129K 0.01%
907
-182
203
$126K 0.01%
1,300
204
$125K 0.01%
1,831
205
$123K 0.01%
930
206
$122K 0.01%
2,531
207
$121K 0.01%
856
+1
208
$118K 0.01%
1,107
209
$118K 0.01%
+377
210
$118K 0.01%
+729
211
$118K 0.01%
600
-65
212
$115K 0.01%
261
213
$115K 0.01%
6,936
214
$114K 0.01%
532
215
$114K 0.01%
4,079
-34,881
216
$112K 0.01%
1,135
217
$109K 0.01%
2,000
218
$105K 0.01%
2,304
-200
219
$104K 0.01%
377
220
$103K 0.01%
+433
221
$103K 0.01%
+394
222
$102K 0.01%
1,348
-193
223
$102K 0.01%
+3,058
224
– –
-15,000
225
– –
-2,366
6 7 8
9
10