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
$748M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$877K
3
+$767K
4
TU icon
Telus
TU
+$710K
5
ENB icon
Enbridge
ENB
+$706K

Top Sells

1
+$1.52M
2
+$313K
3
+$303K
4
CRM icon
Salesforce
CRM
+$238K
5
NFLX icon
Netflix
NFLX
+$229K

Sector Composition

1 Financials 36.76%
2 Energy 12.94%
3 Communication Services 9.13%
4 Technology 8.25%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.07M 1.21%
80,739
+1,791
27
$8.51M 1.14%
160,057
+2,350
28
$8.49M 1.14%
133,779
+4,215
29
$8.38M 1.12%
216,507
-3,900
30
$7.88M 1.05%
185,197
-2,778
31
$7.83M 1.05%
105,786
-1,105
32
$7.72M 1.03%
207,811
+5,135
33
$7.1M 0.95%
149,579
+5,376
34
$6.59M 0.88%
149,001
+4,965
35
$6.46M 0.86%
130,845
-1,170
36
$6.17M 0.82%
185,040
+3,600
37
$6.16M 0.82%
73,118
+1,865
38
$6.01M 0.8%
65,205
-30
39
$5.89M 0.79%
105,053
+5,004
40
$5.86M 0.78%
98,850
+355
41
$5.69M 0.76%
19,746
+3,149
42
$5.63M 0.75%
35,599
+610
43
$5.58M 0.75%
111,727
+3,265
44
$5M 0.67%
200,450
+11,470
45
$4.94M 0.66%
106,476
-3,949
46
$4.9M 0.66%
264,342
+15,360
47
$4.7M 0.63%
306,334
+1,155
48
$4.43M 0.59%
80,912
-1,580
49
$4.36M 0.58%
242,543
+4,710
50
$4.03M 0.54%
116,748
+5,939
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