GC
Garde Capital Portfolio holdings
AUM
$1.87B
1-Year Return
14.67%
This Quarter Return
+2.58%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$1.44B
AUM Growth
+$9.37M
(+0.66%)
Cap. Flow
-$24.7M
Cap. Flow
% of AUM
-1.71%
Top 10 Holdings %
Top 10 Hldgs %
57.11%
Holding
292
New
12
Increased
44
Reduced
115
Closed
27
Top Buys
| 1 |
Zillow
Z
|
$5.4M |
| 2 |
Zillow
ZG
|
$3.59M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.43M |
| 4 |
NVIDIA
NVDA
|
$1.08M |
| 5 |
Airbnb
ABNB
|
$995K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$5.2M |
| 2 |
Vanguard Value ETF
VTV
|
$4.25M |
| 3 |
iShares Select U.S. REIT ETF
ICF
|
$3.79M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$3.22M |
| 5 |
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% |
