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
$481M
AUM Growth
-$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.01M
3
+$959K
4
HSBC icon
HSBC
HSBC
+$845K
5
LYB icon
LyondellBasell Industries
LYB
+$769K

Top Sells

1
+$1.58M
2
+$1.11M
3
+$673K
4
EMN icon
Eastman Chemical
EMN
+$400K
5
TK icon
Teekay
TK
+$390K

Sector Composition

1 Financials 32.51%
2 Energy 10.22%
3 Healthcare 9.63%
4 Technology 9.4%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.32M 1.11%
216,071
+5,563
27
$5.31M 1.1%
318,549
+2,595
28
$5.26M 1.09%
158,143
+25,410
29
$5.2M 1.08%
88,500
-320
30
$5.06M 1.05%
141,080
+2,995
31
$5.01M 1.04%
108,395
+15,335
32
$4.92M 1.02%
56,357
-466
33
$4.88M 1.01%
227,780
+2,520
34
$4.8M 1%
282,809
+17,045
35
$4.76M 0.99%
349,492
+16,472
36
$4.74M 0.98%
97,547
+4,010
37
$4.68M 0.97%
112,570
+1,045
38
$4.46M 0.93%
100,135
+2,365
39
$4.38M 0.91%
105,696
+3,225
40
$4.36M 0.91%
50,420
+3,663
41
$4.15M 0.86%
64,668
+2,653
42
$4.11M 0.85%
81,538
+4,312
43
$4.01M 0.83%
190,113
+23,901
44
$4M 0.83%
133,905
+839
45
$3.92M 0.82%
32,845
+270
46
$3.77M 0.78%
35,445
-300
47
$3.69M 0.77%
26,880
-30
48
$3.65M 0.76%
96,514
+4,270
49
$3.61M 0.75%
108,555
+2,845
50
$3.4M 0.71%
75,731
+4,090
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