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
$571M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.54M
3
+$1.08M
4
NKE icon
Nike
NKE
+$810K
5
BHP icon
BHP
BHP
+$723K

Top Sells

1
+$3.1M
2
+$726K
3
+$504K
4
PDS
Precision Drilling
PDS
+$448K
5
JCI icon
Johnson Controls International
JCI
+$410K

Sector Composition

1 Financials 32.97%
2 Energy 15.88%
3 Technology 8.03%
4 Healthcare 7.99%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.02M 0.7%
260,820
+1,770
52
$3.87M 0.68%
102,897
+40,880
53
$3.84M 0.67%
50,333
-1,425
54
$3.83M 0.67%
29,245
+835
55
$3.77M 0.66%
71,023
-7,722
56
$3.73M 0.65%
39,727
-155
57
$3.71M 0.65%
128,830
-3,678
58
$3.51M 0.61%
31,477
+3,318
59
$3.3M 0.58%
84,088
+20,610
60
$3.28M 0.57%
53,730
+5,310
61
$2.97M 0.52%
27,360
-130
62
$2.91M 0.51%
121,608
-5,008
63
$2.91M 0.51%
+25,405
64
$2.89M 0.51%
114,720
+1,725
65
$2.82M 0.49%
15,948
+523
66
$2.78M 0.49%
80,946
+3,796
67
$2.75M 0.48%
25,035
-1,415
68
$2.68M 0.47%
13,649
69
$2.67M 0.47%
63,443
+8,331
70
$2.54M 0.45%
114,735
-900
71
$2.52M 0.44%
123,815
+1,875
72
$2.51M 0.44%
31,153
+212
73
$2.48M 0.43%
93,500
-6,400
74
$2.45M 0.43%
54,040
+15,200
75
$2.33M 0.41%
43,623
-250
1 2
3
4 5