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
$1.87B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.53M
3
+$4M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.46M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.83M

Top Sells

1
+$8.09M
2
+$6.75M
3
+$5.64M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.03M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.97M

Sector Composition

1 Technology 6.04%
2 Communication Services 3.14%
3 Consumer Discretionary 2.04%
4 Financials 0.8%
5 Consumer Staples 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$211K 0.01%
1,005
+1,000
202
$201K 0.01%
624
203
$197K 0.01%
793
204
$197K 0.01%
1,477
205
$194K 0.01%
2,789
+646
206
$193K 0.01%
3,299
207
$191K 0.01%
10,091
208
$185K 0.01%
4,179
+367
209
$177K 0.01%
1,210
+200
210
$176K 0.01%
150
211
$175K 0.01%
2,207
-3,695
212
$171K 0.01%
1,715
213
$167K 0.01%
913
214
$166K 0.01%
3,800
215
$166K 0.01%
739
216
$165K 0.01%
600
217
$165K 0.01%
325
218
$158K 0.01%
1,410
219
$158K 0.01%
712
+128
220
$155K 0.01%
1,760
+1,407
221
$151K 0.01%
485
+44
222
$150K 0.01%
2,664
223
$149K 0.01%
1,761
224
$147K 0.01%
1,831
225
$146K 0.01%
1,107
7 8
9
10 11