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GCAC

Guardian Capital Advisors (Canada) Portfolio holdings

AUM $1.02B
1-Year Est. Return 25.29%
This Fund
S&P 500
This Quarter Est. Return
+9.74%
1 Year Est. Return
+25.29%
3 Year Est. Return
+26.14%
5 Year Est. Return
+60.9%
10 Year Est. Return
+106.48%
AUM
$1.02B
AUM Growth
+$76.6M
Cap. Flow
+$13.1M
Cap. Flow %
1.29%
Top 10 Hldgs %
32.52%
Holding
176
New
4
Increased
78
Reduced
59
Closed
9

Top Buys

1
TIP icon
iShares TIPS Bond ETF
TIP
+$8.25M
2
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$3.63M
3
DHR icon
Danaher
DHR
+$3.43M
4
MSFT icon
Microsoft
MSFT
+$3.36M
5
AMZN icon
Amazon
AMZN
+$1.07M

Top Sells

1
KBWB icon
Invesco KBW Bank ETF
KBWB
+$6.99M
2
BAX icon
Baxter International
BAX
+$2.5M
3
WPM icon
Wheaton Precious Metals
WPM
+$2.05M
4
WYNN icon
Wynn Resorts
WYNN
+$1.28M
5
BNS icon
Scotiabank
BNS
+$1.18M

Sector Composition

1 Financials 32.19%
2 Energy 11.55%
3 Technology 11.33%
4 Healthcare 7.87%
5 Industrials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WYNN icon
176
Wynn Resorts
WYNN
$10.1B
– –
-15,300
Closed -$1.28M
4 5 6 7
8

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