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
$511M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.33M
3
+$2.13M
4
BNS icon
Scotiabank
BNS
+$2.11M
5
BN icon
Brookfield
BN
+$1.02M

Top Sells

1
+$3.1M
2
+$2.25M
3
+$1.27M
4
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
+$1.03M
5
TD icon
Toronto Dominion Bank
TD
+$836K

Sector Composition

1 Financials 33.47%
2 Energy 13.19%
3 Technology 8.58%
4 Industrials 8.52%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.64M 0.71%
113,092
+930
52
$3.5M 0.69%
86,392
+4,850
53
$3.48M 0.68%
38,877
+325
54
$3.19M 0.63%
56,626
+4,755
55
$3.18M 0.62%
16,936
+2,932
56
$3.13M 0.61%
17,366
-622
57
$3.06M 0.6%
75,670
+10,593
58
$2.92M 0.57%
143,276
-2,352
59
$2.91M 0.57%
110,400
+570
60
$2.91M 0.57%
+399,425
61
$2.7M 0.53%
106,200
+1,100
62
$2.51M 0.49%
26,480
-5
63
$2.49M 0.49%
13,149
-290
64
$2.4M 0.47%
61,938
+620
65
$2.39M 0.47%
26,465
+775
66
$2.37M 0.46%
365,234
-2,453
67
$2.36M 0.46%
114,245
+26,534
68
$2.34M 0.46%
45,500
+920
69
$2.33M 0.46%
+173,200
70
$2.17M 0.43%
66,337
-68,685
71
$2.16M 0.42%
114,560
-3,600
72
$2.14M 0.42%
28,865
+2,332
73
$2.1M 0.41%
86,530
-1,150
74
$1.98M 0.39%
54,777
+2,895
75
$1.97M 0.39%
22,048
-955
1 2
3
4 5