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
$876M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$5.4M
3
+$1.54M
4
RY icon
Royal Bank of Canada
RY
+$1.41M
5
ENB icon
Enbridge
ENB
+$1.35M

Top Sells

1
+$4.06M
2
+$1.51M
3
+$1.15M
4
GS icon
Goldman Sachs
GS
+$569K
5
F icon
Ford
F
+$518K

Sector Composition

1 Financials 36.14%
2 Technology 11.7%
3 Energy 8.86%
4 Healthcare 8.42%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.62M 1.1%
175,229
+4,233
27
$9.4M 1.07%
77,816
-1,904
28
$9.25M 1.06%
613,989
-29,076
29
$9.18M 1.05%
436,134
+25,801
30
$9.09M 1.04%
160,462
+740
31
$8.83M 1.01%
84,716
+785
32
$8.72M 1%
94,699
+1,275
33
$8.46M 0.97%
376,577
+10,175
34
$8.44M 0.96%
167,957
+3,340
35
$8.37M 0.96%
48,081
+1,770
36
$8.28M 0.95%
234,726
+7,210
37
$8.28M 0.95%
107,780
-270
38
$8.26M 0.94%
261,442
-1,590
39
$8.06M 0.92%
125,543
-625
40
$7.48M 0.85%
88,372
+4,315
41
$6.63M 0.76%
227,754
+8,722
42
$5.96M 0.68%
31,309
+527
43
$5.75M 0.66%
159,023
+5,918
44
$5.73M 0.65%
65,839
+825
45
$5.61M 0.64%
+449,115
46
$5.42M 0.62%
14,423
+394
47
$5.15M 0.59%
12,524
-68
48
$5.14M 0.59%
138,354
+8,065
49
$5.12M 0.58%
112,402
+1,350
50
$4.94M 0.56%
13,616
-175
1
2
3 4 5