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
$700M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.26M
3
+$1M
4
NTT
Nippon Telegraph & Telephone
NTT
+$811K
5
BHP icon
BHP
BHP
+$654K

Top Sells

1
+$6.14M
2
+$2.05M
3
+$1.71M
4
AEG icon
Aegon
AEG
+$1.29M
5
BNS icon
Scotiabank
BNS
+$1.2M

Sector Composition

1 Financials 36.93%
2 Energy 12.4%
3 Communication Services 8.64%
4 Technology 8.32%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.13M 1.16%
367,806
-24,402
27
$7.67M 1.1%
58,952
-1,328
28
$7.51M 1.07%
204,549
+8,633
29
$7.46M 1.07%
226,951
-530
30
$7.35M 1.05%
123,061
+3,425
31
$7.14M 1.02%
306,256
+8,890
32
$6.92M 0.99%
208,686
+19,729
33
$6.55M 0.94%
148,207
+1,307
34
$6.24M 0.89%
173,274
-2,060
35
$6.07M 0.87%
107,444
+6,303
36
$5.84M 0.83%
116,850
+3,405
37
$5.64M 0.81%
83,430
-360
38
$5.38M 0.77%
118,789
+4,120
39
$5.16M 0.74%
99,450
+6,830
40
$5.07M 0.72%
115,307
+18,445
41
$5M 0.71%
210,126
+9,678
42
$4.94M 0.71%
323,284
+2,595
43
$4.87M 0.7%
150,611
+6,577
44
$4.84M 0.69%
92,144
-5,005
45
$4.73M 0.67%
91,284
+6,628
46
$4.48M 0.64%
109,937
+8,499
47
$4.36M 0.62%
100,299
-6,460
48
$4.05M 0.58%
24,440
-1,230
49
$4.02M 0.57%
60,671
-535
50
$3.92M 0.56%
673,094
-21,732
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