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
$538M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.26M
3
+$985K
4
GE icon
GE Aerospace
GE
+$904K
5
TU icon
Telus
TU
+$651K

Top Sells

1
+$1.08M
2
+$650K
3
+$589K
4
GS icon
Goldman Sachs
GS
+$494K
5
OXY icon
Occidental Petroleum
OXY
+$476K

Sector Composition

1 Financials 32.91%
2 Energy 11.42%
3 Technology 9.29%
4 Communication Services 9.01%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.15M 1.14%
390,850
+41,358
27
$5.99M 1.11%
111,825
+3,430
28
$5.79M 1.08%
186,989
-25
29
$5.7M 1.06%
229,964
+2,184
30
$5.68M 1.06%
140,591
-489
31
$5.66M 1.05%
291,284
+8,475
32
$5.5M 1.02%
86,235
-2,265
33
$5.33M 0.99%
319,014
+465
34
$5.15M 0.96%
101,330
+1,195
35
$5.06M 0.94%
99,991
+2,444
36
$4.99M 0.93%
112,515
-55
37
$4.85M 0.9%
50,520
+100
38
$4.74M 0.88%
169,923
+11,780
39
$4.72M 0.88%
110,101
+4,405
40
$4.69M 0.87%
56,828
+471
41
$4.39M 0.82%
196,833
+6,720
42
$4.21M 0.78%
80,914
-624
43
$4.2M 0.78%
99,984
+3,470
44
$4.18M 0.78%
275,327
+27,225
45
$4.04M 0.75%
33,095
+250
46
$3.99M 0.74%
132,409
-1,496
47
$3.99M 0.74%
157,544
+16,540
48
$3.86M 0.72%
34,910
-535
49
$3.73M 0.69%
26,725
-155
50
$3.69M 0.69%
64,160
+2,790
1
2
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