GCA

Guardian Capital Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 25.29%
This Quarter Est. Return
1 Year Est. Return
+25.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$21.1M
3
+$13.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$11.3M
5
TRP icon
TC Energy
TRP
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 27.64%
2 Energy 15.78%
3 Communication Services 10.38%
4 Industrials 8.84%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.2%
+285,296
27
$4.21M 1.19%
+177,807
28
$3.97M 1.12%
+136,023
29
$3.94M 1.11%
+672,340
30
$3.91M 1.1%
+133,497
31
$3.77M 1.06%
+123,082
32
$3.74M 1.05%
+37,368
33
$3.58M 1.01%
+65,368
34
$3.58M 1.01%
+19,651
35
$3.53M 1%
+195,554
36
$3.46M 0.98%
+163,503
37
$3.44M 0.97%
+131,470
38
$3.4M 0.96%
+54,086
39
$3.29M 0.93%
+83,880
40
$3.26M 0.92%
+113,625
41
$3.21M 0.9%
+85,818
42
$3.17M 0.89%
+52,350
43
$3.16M 0.89%
+54,393
44
$3.04M 0.86%
+67,671
45
$2.94M 0.83%
+79,327
46
$2.85M 0.8%
+74,085
47
$2.78M 0.78%
+55,387
48
$2.68M 0.76%
+26,465
49
$2.61M 0.74%
+105,255
50
$2.51M 0.71%
+50,454
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