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
$879M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.54M
3
+$2.45M
4
BNS icon
Scotiabank
BNS
+$2.06M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.77M

Top Sells

1
+$2.72M
2
+$1.38M
3
+$1.35M
4
FNV icon
Franco-Nevada
FNV
+$1.11M
5
BN icon
Brookfield
BN
+$919K

Sector Composition

1 Financials 32.27%
2 Energy 12.09%
3 Technology 10.61%
4 Healthcare 10.29%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.29%
800,987
-12,389
27
$10.7M 1.22%
332,699
-28,551
28
$10.7M 1.21%
61,520
-107
29
$10M 1.14%
231,372
+532
30
$9.97M 1.13%
261,942
-2,164
31
$9.81M 1.12%
189,222
-4,375
32
$9.67M 1.1%
312,622
+12,372
33
$8.97M 1.02%
181,528
+157
34
$8.95M 1.02%
227,960
-3,995
35
$8.84M 1.01%
212,912
+3,946
36
$8.47M 0.96%
177,198
+8,695
37
$8.4M 0.96%
18,600
+276
38
$7.83M 0.89%
135,451
+10,912
39
$7.77M 0.88%
66,938
-11,659
40
$7.76M 0.88%
127,900
-5
41
$7.61M 0.87%
54,145
-2,130
42
$7.21M 0.82%
139,526
+633
43
$6.81M 0.77%
116,571
+926
44
$6.73M 0.77%
36,915
+681
45
$6.57M 0.75%
63,266
-2,759
46
$6.37M 0.72%
211,153
+329
47
$6.21M 0.71%
15,494
+780
48
$5.95M 0.68%
34,130
-103
49
$5.68M 0.65%
313,061
+55,937
50
$5.3M 0.6%
9,853
+2,125
1
2
3 4 5