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
$601M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$955K
3
+$860K
4
BHP icon
BHP
BHP
+$750K
5
AGU
Agrium
AGU
+$510K

Top Sells

1
+$3.83M
2
+$3.3M
3
+$1.6M
4
CNI icon
Canadian National Railway
CNI
+$1.02M
5
WPM icon
Wheaton Precious Metals
WPM
+$773K

Sector Composition

1 Financials 33.41%
2 Energy 14.84%
3 Healthcare 8.56%
4 Technology 8.36%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.25M 0.71%
66,610
+6,692
52
$4.15M 0.69%
113,088
+10,191
53
$4.1M 0.68%
39,097
-630
54
$3.96M 0.66%
127,982
-848
55
$3.83M 0.64%
32,151
+674
56
$3.71M 0.62%
27,210
-150
57
$3.68M 0.61%
70,212
-811
58
$3.49M 0.58%
15,473
-354
59
$3.35M 0.56%
54,020
+290
60
$3.35M 0.56%
116,595
+1,875
61
$3.32M 0.55%
119,016
-2,592
62
$3.32M 0.55%
27,680
+2,275
63
$3.11M 0.52%
15,771
-177
64
$3.02M 0.5%
64,868
+1,425
65
$2.97M 0.49%
32,024
+871
66
$2.84M 0.47%
12,873
-776
67
$2.79M 0.46%
93,200
-300
68
$2.72M 0.45%
126,268
+2,453
69
$2.62M 0.44%
123,530
+8,795
70
$2.61M 0.43%
80,415
-531
71
$2.55M 0.42%
23,335
-1,700
72
$2.52M 0.42%
86,943
-2,287
73
$2.35M 0.39%
24,260
-2,430
74
$2.25M 0.38%
84,260
+460
75
$2.13M 0.35%
52,261
-1,779
1 2
3
4 5