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
$481M
AUM Growth
-$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.01M
3
+$959K
4
HSBC icon
HSBC
HSBC
+$845K
5
LYB icon
LyondellBasell Industries
LYB
+$769K

Top Sells

1
+$1.58M
2
+$1.11M
3
+$673K
4
EMN icon
Eastman Chemical
EMN
+$400K
5
TK icon
Teekay
TK
+$390K

Sector Composition

1 Financials 32.51%
2 Energy 10.22%
3 Healthcare 9.63%
4 Technology 9.4%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.31M 0.69%
114,550
+4,690
52
$3.3M 0.69%
761,591
+52,652
53
$3.3M 0.69%
61,370
+3,320
54
$3.17M 0.66%
193,094
+4,276
55
$3.04M 0.63%
36,393
+9,210
56
$3.03M 0.63%
141,004
+11,765
57
$2.95M 0.61%
27,055
-600
58
$2.87M 0.6%
114,920
+3,684
59
$2.8M 0.58%
24,060
+250
60
$2.66M 0.55%
151,885
+255
61
$2.66M 0.55%
248,102
+5,554
62
$2.65M 0.55%
34,622
+657
63
$2.48M 0.52%
197,810
-13,461
64
$2.44M 0.51%
58,285
+1,300
65
$2.44M 0.51%
63,011
-1,480
66
$2.37M 0.49%
166,619
+1,150
67
$2.33M 0.48%
11,493
68
$2.26M 0.47%
89,461
-186
69
$2.22M 0.46%
17,972
+925
70
$1.95M 0.4%
92,782
+7,933
71
$1.83M 0.38%
16,904
+1,755
72
$1.77M 0.37%
24,099
-2,054
73
$1.67M 0.35%
21,130
+660
74
$1.63M 0.34%
+43,000
75
$1.56M 0.32%
21,185
-2,000
1 2
3
4 5