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
$1.52B
AUM Growth
-$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.13M
3
+$982K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$831K
5
TSM icon
TSMC
TSM
+$625K

Top Sells

1
+$2.79M
2
+$2.64M
3
+$2.27M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.27M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.99M

Sector Composition

1 Technology 7.16%
2 Communication Services 3.8%
3 Consumer Discretionary 2.81%
4 Financials 0.72%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$140K 0.01%
624
-172
202
$139K 0.01%
600
203
$138K 0.01%
+325
204
$136K 0.01%
2,531
205
$135K 0.01%
+1,297
206
$133K 0.01%
1,107
207
$131K 0.01%
377
208
$130K 0.01%
3,104
209
$130K 0.01%
+6,635
210
$125K 0.01%
+2,590
211
$124K 0.01%
1,015
+200
212
$124K 0.01%
1,831
213
$123K 0.01%
+1,207
214
$123K 0.01%
+1,060
215
$123K 0.01%
+3,362
216
$122K 0.01%
4,583
-180
217
$117K 0.01%
2,000
218
$117K 0.01%
+1,085
219
$116K 0.01%
610
+5
220
$113K 0.01%
+535
221
$113K 0.01%
616
-90
222
$112K 0.01%
+464
223
$111K 0.01%
919
+190
224
$110K 0.01%
210
225
$109K 0.01%
1,348
6 7 8
9
10