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
$571M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.54M
3
+$1.08M
4
NKE icon
Nike
NKE
+$810K
5
BHP icon
BHP
BHP
+$723K

Top Sells

1
+$3.1M
2
+$726K
3
+$504K
4
PDS
Precision Drilling
PDS
+$448K
5
JCI icon
Johnson Controls International
JCI
+$410K

Sector Composition

1 Financials 32.97%
2 Energy 15.88%
3 Technology 8.03%
4 Healthcare 7.99%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.54M 1.14%
156,479
+590
27
$6.11M 1.07%
226,187
+7,953
28
$6.09M 1.07%
197,307
-2,245
29
$6.05M 1.06%
143,969
+7,124
30
$5.62M 0.98%
175,102
+8,365
31
$5.45M 0.95%
296,182
+8,996
32
$5.45M 0.95%
122,521
+7,686
33
$5.44M 0.95%
54,536
+425
34
$5.22M 0.91%
128,195
-7,190
35
$5.18M 0.91%
229,698
+419
36
$5.04M 0.88%
127,084
-2,013
37
$4.96M 0.87%
95,421
+3,315
38
$4.89M 0.86%
37,648
-55
39
$4.79M 0.84%
122,288
+10,512
40
$4.76M 0.83%
208,384
+2,435
41
$4.53M 0.79%
50,245
+4,910
42
$4.5M 0.79%
15,827
-1,576
43
$4.44M 0.78%
66,043
+1,285
44
$4.37M 0.76%
81,635
+515
45
$4.31M 0.75%
69,308
+1,084
46
$4.27M 0.75%
71,497
+12,104
47
$4.24M 0.74%
112,122
-2,100
48
$4.13M 0.72%
94,920
+750
49
$4.05M 0.71%
99,808
+4,704
50
$4.03M 0.7%
59,918
+1,284
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