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
$685M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.21M
3
+$1.24M
4
SU icon
Suncor Energy
SU
+$958K
5
RY icon
Royal Bank of Canada
RY
+$726K

Top Sells

1
+$1.36M
2
+$796K
3
+$683K
4
BUD icon
AB InBev
BUD
+$577K
5
SLF icon
Sun Life Financial
SLF
+$521K

Sector Composition

1 Financials 36.6%
2 Energy 13.2%
3 Communication Services 9.03%
4 Technology 8.26%
5 Healthcare 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.31M 1.21%
197,720
-2,587
27
$7.82M 1.14%
197,993
+370
28
$7.68M 1.12%
124,454
-440
29
$7.55M 1.1%
156,772
-1,285
30
$7.15M 1.04%
309,059
+2,801
31
$6.86M 1%
216,723
-135
32
$6.63M 0.97%
137,165
-3,110
33
$6.27M 0.92%
323,129
-2,638
34
$6.26M 0.91%
138,205
-8,486
35
$6.08M 0.89%
106,091
-7,505
36
$5.86M 0.86%
140,779
+1,685
37
$5.76M 0.84%
160,710
+3,945
38
$5.75M 0.84%
22,351
+8,600
39
$5.6M 0.82%
103,052
+130
40
$5.29M 0.77%
100,200
-1,125
41
$4.86M 0.71%
65,915
-1,475
42
$4.83M 0.71%
120,135
-6,709
43
$4.81M 0.7%
34,354
+1,685
44
$4.78M 0.7%
307,229
-2,835
45
$4.69M 0.68%
70,913
-1,955
46
$4.45M 0.65%
98,480
+14,354
47
$4.17M 0.61%
116,546
-4,670
48
$3.97M 0.58%
15,560
-830
49
$3.88M 0.57%
166,480
+4,400
50
$3.73M 0.54%
47,936
+385
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