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
$615M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$1.66M
3
+$1.6M
4
TD icon
Toronto Dominion Bank
TD
+$1.42M
5
RY icon
Royal Bank of Canada
RY
+$1.35M

Top Sells

1
+$4.33M
2
+$2.79M
3
+$2.24M
4
TRP icon
TC Energy
TRP
+$1.03M
5
RIO icon
Rio Tinto
RIO
+$645K

Sector Composition

1 Financials 32.42%
2 Energy 12.67%
3 Technology 9.03%
4 Healthcare 8.7%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.54M 0.74%
164,550
+41,020
52
$4.32M 0.7%
+31,085
53
$4.31M 0.7%
184,512
+5,752
54
$4.27M 0.69%
27,400
+190
55
$4.08M 0.66%
30,455
+2,775
56
$3.97M 0.65%
116,550
-45
57
$3.91M 0.64%
69,916
-296
58
$3.85M 0.63%
142,001
+21,501
59
$3.7M 0.6%
113,596
-5,420
60
$3.5M 0.57%
255,766
-22,584
61
$3.49M 0.57%
55,250
+1,230
62
$3.35M 0.55%
32,587
+563
63
$3.15M 0.51%
82,523
+17,655
64
$3.02M 0.49%
24,485
+225
65
$2.98M 0.48%
87,816
+873
66
$2.81M 0.46%
11,678
-1,195
67
$2.73M 0.44%
15,969
+198
68
$2.69M 0.44%
131,678
+5,410
69
$2.49M 0.41%
20,936
+5,463
70
$2.42M 0.39%
49,540
+5,680
71
$2.35M 0.38%
89,420
+5,160
72
$2.3M 0.37%
30,699
-1,452
73
$2.17M 0.35%
21,600
+200
74
$1.98M 0.32%
12,825
+3,640
75
$1.92M 0.31%
328,284
+10,428
1 2
3
4 5