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
$1.52B
AUM Growth
+$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$767K
3
+$655K
4
TSM icon
TSMC
TSM
+$625K
5
ETHA
iShares Ethereum Trust ETF
ETHA
+$454K

Top Sells

1
+$10.3M
2
+$1.45M
3
+$1.42M
4
Z icon
Zillow
Z
+$1.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.14M

Sector Composition

1 Technology 6.88%
2 Communication Services 3.45%
3 Consumer Discretionary 2.22%
4 Financials 0.63%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$124K 0.01%
+1,166
202
$122K 0.01%
2,000
203
$122K 0.01%
377
204
$122K 0.01%
6,936
205
$120K 0.01%
729
206
$120K 0.01%
+444
207
$117K 0.01%
1,135
208
$115K 0.01%
3,058
209
$113K 0.01%
1,348
210
$113K 0.01%
856
211
$111K 0.01%
433
212
$111K 0.01%
533
+1
213
$110K 0.01%
815
-55
214
$110K 0.01%
+605
215
$108K 0.01%
907
216
$103K 0.01%
+210
217
$101K 0.01%
+1,754
218
$101K 0.01%
2,304
219
$100K 0.01%
681
-150
220
– –
-721
221
– –
-13,271
222
– –
-120,337
223
– –
-2,553
224
– –
-930
225
– –
-261
6 7 8
9
10