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
$615M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$1.66M
3
+$1.6M
4
TD icon
Toronto Dominion Bank
TD
+$1.42M
5
RY icon
Royal Bank of Canada
RY
+$1.35M

Top Sells

1
+$4.33M
2
+$2.79M
3
+$2.24M
4
TRP icon
TC Energy
TRP
+$1.03M
5
RIO icon
Rio Tinto
RIO
+$645K

Sector Composition

1 Financials 32.42%
2 Energy 12.67%
3 Technology 9.03%
4 Healthcare 8.7%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.92M 1.13%
327,390
+13,586
27
$6.79M 1.1%
62,408
+3,507
28
$6.71M 1.09%
192,481
+5,141
29
$6.63M 1.08%
129,950
+2,575
30
$6.61M 1.08%
89,005
+5,135
31
$6.59M 1.07%
857,995
-45,460
32
$6.59M 1.07%
56,861
+1,222
33
$6.49M 1.06%
140,354
+10,711
34
$6.46M 1.05%
86,965
+4,085
35
$6.27M 1.02%
136,142
+6,978
36
$5.85M 0.95%
70,920
+432
37
$5.83M 0.95%
125,702
+6,536
38
$5.64M 0.92%
280,385
+8,535
39
$5.53M 0.9%
221,538
-1,315
40
$5.45M 0.89%
235,509
+15,255
41
$5.27M 0.86%
75,045
+3,017
42
$5.09M 0.83%
96,586
+1,415
43
$4.94M 0.8%
105,040
+6,395
44
$4.93M 0.8%
39,953
+2,515
45
$4.72M 0.77%
113,592
+504
46
$4.71M 0.77%
74,358
+7,748
47
$4.7M 0.76%
128,936
+954
48
$4.59M 0.75%
37,777
-1,320
49
$4.59M 0.75%
108,680
-1,192
50
$4.57M 0.74%
102,613
+17,308
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