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
$695M
AUM Growth
-$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$441K
2
+$387K
3
+$313K
4
ENB icon
Enbridge
ENB
+$296K
5
IMO icon
Imperial Oil
IMO
+$286K

Top Sells

1
+$470K
2
+$426K
3
+$426K
4
MCD icon
McDonald's
MCD
+$422K
5
RY icon
Royal Bank of Canada
RY
+$383K

Sector Composition

1 Financials 37.04%
2 Energy 10.96%
3 Technology 8.65%
4 Communication Services 8.54%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.92M 1.14%
219,074
-7,877
27
$7.87M 1.13%
75,593
-427
28
$7.69M 1.11%
281,226
+2,335
29
$7.66M 1.1%
306,746
+490
30
$7.5M 1.08%
148,942
+735
31
$7.44M 1.07%
124,381
+1,320
32
$7.34M 1.06%
213,053
+4,367
33
$7.3M 1.05%
132,778
-5,280
34
$6.33M 0.91%
112,595
-4,255
35
$6.21M 0.89%
110,489
+3,045
36
$5.88M 0.84%
120,809
+2,020
37
$5.83M 0.84%
170,234
-3,040
38
$5.59M 0.8%
81,895
-1,535
39
$5.54M 0.8%
90,405
-1,739
40
$5.54M 0.8%
118,070
+2,763
41
$5.33M 0.77%
324,369
+1,085
42
$5.31M 0.76%
212,361
+2,235
43
$4.91M 0.71%
99,800
+350
44
$4.9M 0.7%
92,276
+992
45
$4.7M 0.68%
148,904
-1,707
46
$4.48M 0.64%
23,260
-1,180
47
$4.44M 0.64%
680,189
+7,095
48
$4.37M 0.63%
117,638
+7,701
49
$4.16M 0.6%
97,844
-2,455
50
$4.07M 0.59%
59,666
-1,005
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