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
$749M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$893K
3
+$655K
4
BNS icon
Scotiabank
BNS
+$640K
5
CNQ icon
Canadian Natural Resources
CNQ
+$634K

Top Sells

1
+$2.54M
2
+$2.29M
3
+$2.08M
4
BCE icon
BCE
BCE
+$1.52M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.1M

Sector Composition

1 Financials 36.75%
2 Energy 13.84%
3 Communication Services 8.7%
4 Technology 8.69%
5 Healthcare 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.18M 1.23%
187,224
-10,496
27
$9.15M 1.22%
126,179
+1,725
28
$8.71M 1.16%
108,981
+2,890
29
$8.5M 1.14%
155,857
-915
30
$8.38M 1.12%
196,123
-1,870
31
$7.91M 1.06%
135,145
-2,020
32
$7.69M 1.03%
317,895
+8,836
33
$7.49M 1%
217,902
+1,179
34
$7.07M 0.94%
337,069
+13,940
35
$6.9M 0.92%
175,275
+14,565
36
$6.78M 0.91%
142,146
+3,941
37
$6M 0.8%
105,797
+2,745
38
$5.88M 0.78%
142,241
+1,462
39
$5.83M 0.78%
99,120
-1,080
40
$5.62M 0.75%
34,484
+130
41
$5.54M 0.74%
66,685
+770
42
$5.29M 0.71%
71,103
+190
43
$5.09M 0.68%
112,146
-4,400
44
$5.02M 0.67%
305,434
-1,795
45
$5.02M 0.67%
100,561
+2,081
46
$4.54M 0.61%
121,537
+1,402
47
$4.44M 0.59%
183,690
+17,210
48
$4.18M 0.56%
81,980
-9,740
49
$3.94M 0.53%
13,598
-8,753
50
$3.7M 0.49%
751,786
+19,489
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