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
$415M
AUM Growth
-$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$711K
3
+$469K
4
TD icon
Toronto Dominion Bank
TD
+$331K
5
RY icon
Royal Bank of Canada
RY
+$295K

Top Sells

1
+$2.66M
2
+$1.11M
3
+$911K
4
HD icon
Home Depot
HD
+$759K
5
BN icon
Brookfield
BN
+$742K

Sector Composition

1 Financials 34.24%
2 Communication Services 10.3%
3 Energy 10.25%
4 Technology 9.86%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.77M 1.15%
103,046
-1,140
27
$4.66M 1.12%
127,858
-222
28
$4.62M 1.11%
153,162
+3,001
29
$4.44M 1.07%
698,764
-37,036
30
$4.42M 1.06%
210,628
+1,430
31
$4.33M 1.04%
78,367
-20
32
$4.26M 1.03%
132,709
-265
33
$4.07M 0.98%
181,206
-1,390
34
$3.89M 0.94%
80,800
+255
35
$3.64M 0.88%
195,090
-1,555
36
$3.57M 0.86%
214,217
-11,076
37
$3.55M 0.85%
98,945
-3,611
38
$3.46M 0.83%
196,110
-6,956
39
$3.45M 0.83%
65,899
+980
40
$3.33M 0.8%
102,036
-1,760
41
$3.21M 0.77%
96,786
-379
42
$3.14M 0.76%
36,809
+650
43
$3.02M 0.73%
259,182
-2,700
44
$3.02M 0.73%
71,284
-540
45
$2.97M 0.71%
112,672
-160
46
$2.87M 0.69%
229,980
-3,311
47
$2.75M 0.66%
89,320
+465
48
$2.58M 0.62%
15,494
-260
49
$2.51M 0.6%
44,123
-165
50
$2.49M 0.6%
117,647
+453
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