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
$557M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.89M
3
+$956K
4
BNS icon
Scotiabank
BNS
+$844K
5
RY icon
Royal Bank of Canada
RY
+$636K

Top Sells

1
+$2.86M
2
+$1.85M
3
+$1.37M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$563K
5
HD icon
Home Depot
HD
+$447K

Sector Composition

1 Financials 32.72%
2 Energy 11.93%
3 Technology 10%
4 Industrials 8.62%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.85M 1.23%
75,411
+20,825
27
$6.84M 1.23%
60,328
-755
28
$6.77M 1.22%
179,829
-5,330
29
$6.5M 1.17%
285,466
+5,520
30
$6.43M 1.16%
96,011
-675
31
$6.39M 1.15%
227,308
+15,057
32
$6.38M 1.15%
185,769
+2,034
33
$6.24M 1.12%
381,776
+10,856
34
$6.05M 1.09%
114,586
+4,540
35
$5.63M 1.01%
145,331
+740
36
$5.47M 0.98%
174,387
+13,407
37
$5.09M 0.91%
82,786
-1,949
38
$5.08M 0.91%
111,645
-1,785
39
$4.92M 0.88%
102,029
+905
40
$4.68M 0.84%
308,499
+5,980
41
$4.47M 0.8%
194,274
-1,779
42
$4.25M 0.76%
111,679
+4,650
43
$4.15M 0.74%
131,507
-1,255
44
$4.1M 0.74%
32,687
-141
45
$4.06M 0.73%
76,246
-892
46
$3.99M 0.72%
88,906
+13,787
47
$3.87M 0.69%
280,113
+8,955
48
$3.72M 0.67%
61,296
+86
49
$3.69M 0.66%
76,485
+4,310
50
$3.5M 0.63%
148,090
+545
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