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
$601M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$955K
3
+$860K
4
BHP icon
BHP
BHP
+$750K
5
AGU
Agrium
AGU
+$510K

Top Sells

1
+$3.83M
2
+$3.3M
3
+$1.6M
4
CNI icon
Canadian National Railway
CNI
+$1.02M
5
WPM icon
Wheaton Precious Metals
WPM
+$773K

Sector Composition

1 Financials 33.41%
2 Energy 14.84%
3 Healthcare 8.56%
4 Technology 8.36%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.96M 1.16%
145,783
+1,814
27
$6.93M 1.15%
83,870
+765
28
$6.7M 1.11%
80,116
-2,509
29
$6.3M 1.05%
129,643
+7,122
30
$6.26M 1.04%
58,901
+4,365
31
$6.11M 1.02%
313,804
+17,622
32
$5.8M 0.96%
95,171
-250
33
$5.56M 0.92%
278,350
-14,198
34
$5.54M 0.92%
127,375
-820
35
$5.48M 0.91%
129,164
+2,080
36
$5.33M 0.89%
220,254
+11,870
37
$5.31M 0.88%
70,488
+1,180
38
$5.3M 0.88%
119,166
+19,358
39
$5.26M 0.87%
55,639
+5,394
40
$5.25M 0.87%
178,760
+3,658
41
$5.19M 0.86%
222,853
-6,845
42
$5.01M 0.83%
72,028
+5,985
43
$4.93M 0.82%
37,438
-210
44
$4.89M 0.81%
82,880
+1,245
45
$4.63M 0.77%
85,305
+13,808
46
$4.42M 0.74%
48,693
-1,640
47
$4.41M 0.73%
120,500
-1,788
48
$4.34M 0.72%
271,850
+11,030
49
$4.29M 0.71%
109,872
-2,250
50
$4.27M 0.71%
98,645
+3,725
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