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
1 Year Est. Return
+25.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$538M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.22M
3
+$928K
4
RY icon
Royal Bank of Canada
RY
+$859K
5
TU icon
Telus
TU
+$595K

Top Sells

1
+$1.01M
2
+$650K
3
+$589K
4
GS icon
Goldman Sachs
GS
+$479K
5
OXY icon
Occidental Petroleum
OXY
+$476K

Sector Composition

1 Financials 32.91%
2 Energy 11.42%
3 Technology 9.29%
4 Communication Services 9.01%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-15,850
177
– –
-29,600
178
– –
-77,000
4 5 6 7
8