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

Top Buys

1
+$5.12M
2
+$3.44M
3
+$2.35M
4
ABNB icon
Airbnb
ABNB
+$1M
5
EETH icon
ProShares Ether Strategy ETF
EETH
+$962K

Top Sells

1
+$4.87M
2
+$4.23M
3
+$3.67M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.24M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.1M

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%
+377
209
$118K 0.01%
+729
210
$118K 0.01%
1,107
211
$118K 0.01%
600
-65
212
$115K 0.01%
261
213
$115K 0.01%
6,936
214
$114K 0.01%
532
215
$112K 0.01%
1,135
216
$109K 0.01%
2,000
217
$105K 0.01%
2,304
-200
218
$104K 0.01%
377
219
$103K 0.01%
+433
220
$103K 0.01%
+394
221
$102K 0.01%
1,348
-193
222
$102K 0.01%
+3,058
223
– –
-600
224
– –
-7,505
225
– –
-1,327
6 7 8
9
10