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
$963M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.46M
3
+$1.08M
4
OTEX icon
Open Text
OTEX
+$835K
5
RY icon
Royal Bank of Canada
RY
+$811K

Top Sells

1
+$4.14M
2
+$2.79M
3
+$1.58M
4
SU icon
Suncor Energy
SU
+$802K
5
ORAN
Orange
ORAN
+$637K

Sector Composition

1 Financials 30.95%
2 Healthcare 16.07%
3 Technology 11%
4 Energy 9.12%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 1.13%
207,122
-1,229
27
$10.7M 1.11%
84,766
-3,270
28
$10.7M 1.11%
193,529
+10,570
29
$10M 1.04%
52,016
+1,505
30
$8.81M 0.92%
182,182
+5,920
31
$8.78M 0.91%
83,828
-45
32
$8.69M 0.9%
182,484
+1,087
33
$8.68M 0.9%
112,844
+14,000
34
$8.66M 0.9%
408,712
-37,813
35
$8.42M 0.87%
94,282
-4,515
36
$8.28M 0.86%
251,485
-5,162
37
$8.16M 0.85%
74,845
+365
38
$7.68M 0.8%
142,791
-4,540
39
$7.62M 0.79%
540,411
+41,500
40
$7.53M 0.78%
365,640
-2,653
41
$7.52M 0.78%
170,140
+4,450
42
$7.45M 0.77%
92,597
+1,315
43
$7.18M 0.75%
223,960
-2,866
44
$6.63M 0.69%
34,824
+1,820
45
$6.42M 0.67%
195,078
+10,086
46
$6.41M 0.67%
151,024
+6,310
47
$6.07M 0.63%
161,583
+2,695
48
$6.05M 0.63%
15,643
+335
49
$5.94M 0.62%
111,032
-4,455
50
$5.5M 0.57%
113,020
+848
1
2
3 4 5