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
$511M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.33M
3
+$2.13M
4
BNS icon
Scotiabank
BNS
+$2.11M
5
BN icon
Brookfield
BN
+$1.02M

Top Sells

1
+$3.1M
2
+$2.25M
3
+$1.27M
4
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
+$1.03M
5
TD icon
Toronto Dominion Bank
TD
+$836K

Sector Composition

1 Financials 33.47%
2 Energy 13.19%
3 Technology 8.58%
4 Industrials 8.52%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.71M 1.12%
129,836
+14,357
27
$5.53M 1.08%
123,710
-11,041
28
$5.43M 1.06%
208,346
+5,951
29
$5.4M 1.06%
197,987
+1,940
30
$5.39M 1.06%
55,184
+5,450
31
$5.39M 1.06%
200,269
+1,770
32
$5.25M 1.03%
106,189
+10,468
33
$5.18M 1.01%
131,845
+2,155
34
$5.13M 1%
293,120
-510
35
$4.88M 0.96%
93,666
-1,243
36
$4.75M 0.93%
48,660
+21,835
37
$4.73M 0.93%
62,200
+2,195
38
$4.61M 0.9%
64,868
-1,620
39
$4.58M 0.9%
37,564
+630
40
$4.4M 0.86%
157,760
+19,880
41
$4.33M 0.85%
78,740
-1,069
42
$4.11M 0.8%
66,223
+5,086
43
$4.07M 0.8%
103,530
+1,370
44
$3.96M 0.78%
58,266
+2,300
45
$3.96M 0.78%
131,016
-691
46
$3.9M 0.76%
82,260
+2,230
47
$3.89M 0.76%
216,534
+5,855
48
$3.84M 0.75%
94,554
+407
49
$3.79M 0.74%
26,805
-10
50
$3.68M 0.72%
52,758
-1,095
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