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
$536M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.08M
3
+$2.97M
4
IMO icon
Imperial Oil
IMO
+$1.37M
5
GLD icon
SPDR Gold Trust
GLD
+$394K

Top Sells

1
+$5.15M
2
+$2.63M
3
+$1.41M
4
BNS icon
Scotiabank
BNS
+$948K
5
RY icon
Royal Bank of Canada
RY
+$582K

Sector Composition

1 Financials 31.7%
2 Energy 11.72%
3 Healthcare 9.14%
4 Technology 9%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6M 1.12%
185,159
-1,830
27
$5.94M 1.11%
212,251
-12,305
28
$5.92M 1.11%
84,735
-1,500
29
$5.85M 1.09%
226,102
-3,862
30
$5.8M 1.08%
144,591
+4,000
31
$5.59M 1.04%
110,046
-1,779
32
$5.35M 1%
279,946
-11,338
33
$5.18M 0.97%
113,430
+915
34
$5.06M 0.94%
48,872
-1,648
35
$4.99M 0.93%
96,686
-3,305
36
$4.89M 0.91%
183,735
+13,812
37
$4.84M 0.9%
54,586
-2,242
38
$4.75M 0.89%
196,053
-780
39
$4.62M 0.86%
101,124
+1,140
40
$4.61M 0.86%
302,519
-16,495
41
$4.44M 0.83%
132,762
+353
42
$4.33M 0.81%
107,029
-3,072
43
$4.23M 0.79%
271,158
-4,169
44
$4.15M 0.77%
77,138
-3,776
45
$4.12M 0.77%
32,828
-267
46
$4.09M 0.76%
160,980
+3,436
47
$3.88M 0.72%
33,810
-1,100
48
$3.82M 0.71%
61,210
-2,950
49
$3.67M 0.68%
+75,119
50
$3.46M 0.65%
129,350
+8,110
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