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
$538M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.26M
3
+$985K
4
GE icon
GE Aerospace
GE
+$904K
5
TU icon
Telus
TU
+$651K

Top Sells

1
+$1.08M
2
+$650K
3
+$589K
4
GS icon
Goldman Sachs
GS
+$494K
5
OXY icon
Occidental Petroleum
OXY
+$476K

Sector Composition

1 Financials 32.91%
2 Energy 11.42%
3 Technology 9.29%
4 Communication Services 9.01%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.62%
121,240
+6,690
52
$3.32M 0.62%
773,574
+11,983
53
$3.31M 0.62%
162,995
+11,110
54
$3.27M 0.61%
203,620
+10,526
55
$3.23M 0.6%
25,703
+1,643
56
$3.22M 0.6%
75,190
-541
57
$3.14M 0.58%
108,765
+210
58
$3.07M 0.57%
47,848
-16,820
59
$2.94M 0.55%
34,258
-2,135
60
$2.91M 0.54%
211,921
+14,111
61
$2.9M 0.54%
26,630
-425
62
$2.84M 0.53%
105,508
-9,412
63
$2.8M 0.52%
61,665
+3,380
64
$2.72M 0.51%
98,378
+5,596
65
$2.63M 0.49%
86,237
-3,224
66
$2.59M 0.48%
38,819
+4,197
67
$2.57M 0.48%
18,825
+853
68
$2.48M 0.46%
61,834
-1,177
69
$2.41M 0.45%
169,382
+2,763
70
$2.38M 0.44%
25,314
+1,215
71
$2.36M 0.44%
11,444
-49
72
$2.19M 0.41%
20,429
+3,525
73
$1.88M 0.35%
14,270
+3,345
74
$1.83M 0.34%
118,029
+7,605
75
$1.81M 0.34%
214,636
+42,328
1 2
3
4 5