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
$355M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$21.1M
3
+$13.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$11.3M
5
TRP icon
TC Energy
TRP
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 27.64%
2 Energy 15.78%
3 Communication Services 10.38%
4 Industrials 8.84%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 0.68%
+13,745
52
$2.3M 0.65%
+14,304
53
$2.24M 0.63%
+43,340
54
$2.13M 0.6%
+59,365
55
$2.12M 0.6%
+25,950
56
$2.05M 0.58%
+25,350
57
$2.03M 0.57%
+53,690
58
$1.88M 0.53%
+22,282
59
$1.82M 0.51%
+57,878
60
$1.81M 0.51%
+46,499
61
$1.79M 0.5%
+84,395
62
$1.64M 0.46%
+52,869
63
$1.63M 0.46%
+25,729
64
$1.58M 0.45%
+110,935
65
$1.52M 0.43%
+30,788
66
$1.46M 0.41%
+22,245
67
$1.41M 0.4%
+94,921
68
$1.4M 0.4%
+34,645
69
$1.39M 0.39%
+54,957
70
$1.37M 0.39%
+16,075
71
$1.37M 0.39%
+27,450
72
$1.37M 0.39%
+84,146
73
$1.33M 0.38%
+34,660
74
$1.2M 0.34%
+16,970
75
$1.16M 0.33%
+4,560
1 2
3
4 5