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
$1.03B
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.4M
3
+$1.04M
4
ACN icon
Accenture
ACN
+$1.04M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$912K

Top Sells

1
+$7.67M
2
+$1.44M
3
+$1.41M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
BA icon
Boeing
BA
+$1.27M

Sector Composition

1 Financials 31.49%
2 Healthcare 12.35%
3 Energy 12.14%
4 Technology 9.5%
5 Communication Services 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.33%
231,768
+2,200
27
$13.3M 1.3%
260,712
-28,191
28
$13.3M 1.3%
225,172
+12,388
29
$13.2M 1.29%
142,744
+1,321
30
$11.6M 1.13%
55,933
+3,462
31
$11.4M 1.11%
203,385
-3,930
32
$10.4M 1.01%
186,850
+1,988
33
$10.1M 0.99%
196,229
+4,197
34
$10.1M 0.98%
194,083
-270
35
$8.79M 0.86%
222,649
-6,511
36
$8.44M 0.82%
15,816
-37
37
$8.2M 0.8%
184,299
+10,704
38
$8.06M 0.79%
151,716
-312
39
$7.56M 0.74%
246,240
-3,780
40
$7.38M 0.72%
94,527
+855
41
$7.24M 0.71%
91,247
-2,120
42
$7.23M 0.71%
117,755
-12,380
43
$6.91M 0.67%
50,808
-1,458
44
$6.73M 0.66%
69,110
-2,415
45
$6.49M 0.63%
38,942
+725
46
$6.3M 0.61%
97,095
-4,075
47
$6.27M 0.61%
140,858
+3,609
48
$6.27M 0.61%
36,224
+1,104
49
$6.1M 0.59%
59,614
-845
50
$5.84M 0.57%
33,264
+1,008
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