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
$663M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$1.15M
4
TD icon
Toronto Dominion Bank
TD
+$982K
5
LYB icon
LyondellBasell Industries
LYB
+$837K

Top Sells

1
+$2.11M
2
+$1.1M
3
+$735K
4
BABA icon
Alibaba
BABA
+$705K
5
AGU
Agrium
AGU
+$480K

Sector Composition

1 Financials 32.25%
2 Energy 13.6%
3 Healthcare 9.05%
4 Technology 8.52%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.16M 1.08%
85,821
+2,930
27
$7.15M 1.08%
187,342
-4,255
28
$7M 1.05%
132,210
+2,260
29
$6.96M 1.05%
53,195
-3,666
30
$6.95M 1.05%
91,005
+2,000
31
$6.83M 1.03%
322,402
-4,988
32
$6.82M 1.03%
144,169
+3,815
33
$6.42M 0.97%
240,229
+4,720
34
$6.42M 0.97%
221,170
-368
35
$6.27M 0.95%
145,958
+9,816
36
$6.16M 0.93%
98,421
+1,835
37
$6.11M 0.92%
86,910
-55
38
$6.06M 0.91%
131,151
+5,449
39
$5.85M 0.88%
287,124
+6,739
40
$5.84M 0.88%
68,919
-2,001
41
$5.75M 0.87%
108,040
+3,000
42
$5.72M 0.86%
117,237
+14,624
43
$5.64M 0.85%
624,171
-233,824
44
$5.61M 0.85%
80,435
+5,390
45
$5.5M 0.83%
76,246
+1,888
46
$5.46M 0.82%
41,418
+1,465
47
$5.24M 0.79%
130,290
+1,354
48
$5.23M 0.79%
27,365
-35
49
$4.88M 0.74%
31,435
+980
50
$4.87M 0.73%
279,976
+24,210
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