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
$469M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$16.3M
3
+$4.7M
4
AEP icon
American Electric Power
AEP
+$3.52M
5
TRV icon
Travelers Companies
TRV
+$3.26M

Top Sells

1
+$1.53M
2
+$1.06M
3
+$1.04M
4
POT
Potash Corp Of Saskatchewan
POT
+$732K
5
BRCM
BROADCOM CORP CL-A
BRCM
+$512K

Sector Composition

1 Financials 33.7%
2 Energy 13.54%
3 Technology 8.82%
4 Communication Services 8.16%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.25M 1.12%
154,286
+3,487
27
$5.2M 1.11%
202,395
+8,957
28
$4.87M 1.04%
135,022
+1,525
29
$4.84M 1.03%
293,630
+8,334
30
$4.81M 1.03%
94,909
+2,400
31
$4.75M 1.01%
49,734
+12,366
32
$4.7M 1%
+198,499
33
$4.57M 0.97%
115,479
+29,661
34
$4.52M 0.96%
95,721
+28,050
35
$4.5M 0.96%
196,047
+18,240
36
$4.47M 0.95%
36,934
+290
37
$4.38M 0.93%
129,690
+6,608
38
$4.29M 0.91%
66,488
+1,120
39
$4.07M 0.87%
137,880
+24,255
40
$4.07M 0.87%
60,005
+7,655
41
$3.85M 0.82%
102,160
+18,280
42
$3.69M 0.79%
210,679
+15,125
43
$3.63M 0.77%
131,707
+237
44
$3.52M 0.75%
+80,030
45
$3.52M 0.75%
55,966
+1,880
46
$3.47M 0.74%
79,809
+482
47
$3.45M 0.73%
94,147
-41,876
48
$3.44M 0.73%
61,137
+10,683
49
$3.36M 0.72%
26,815
+350
50
$3.26M 0.69%
+38,552
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