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
$536M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.08M
3
+$2.97M
4
IMO icon
Imperial Oil
IMO
+$1.37M
5
GLD icon
SPDR Gold Trust
GLD
+$394K

Top Sells

1
+$5.15M
2
+$2.63M
3
+$1.41M
4
BNS icon
Scotiabank
BNS
+$948K
5
RY icon
Royal Bank of Canada
RY
+$582K

Sector Composition

1 Financials 31.7%
2 Energy 11.72%
3 Healthcare 9.14%
4 Technology 9%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.44M 0.64%
26,495
-230
52
$3.37M 0.63%
72,175
+66,100
53
$3.2M 0.6%
108,120
-645
54
$3.13M 0.58%
195,639
-7,981
55
$3.09M 0.58%
21,868
-3,835
56
$3.01M 0.56%
98,213
-165
57
$2.99M 0.56%
41,135
+2,316
58
$2.97M 0.55%
+61,173
59
$2.93M 0.55%
147,545
-15,450
60
$2.9M 0.54%
27,000
+370
61
$2.89M 0.54%
65,833
+3,999
62
$2.86M 0.53%
69,805
-5,385
63
$2.81M 0.52%
59,640
-2,025
64
$2.76M 0.51%
19,803
+978
65
$2.74M 0.51%
203,197
-8,724
66
$2.73M 0.51%
203,830
-10,806
67
$2.65M 0.5%
43,118
-4,730
68
$2.63M 0.49%
25,529
+215
69
$2.63M 0.49%
734,606
-38,968
70
$2.55M 0.48%
80,623
+43,405
71
$2.55M 0.48%
22,629
+2,200
72
$2.41M 0.45%
11,514
+70
73
$2.36M 0.44%
32,868
-1,390
74
$2.29M 0.43%
99,200
-6,308
75
$1.98M 0.37%
152,808
-16,574
1 2
3
4 5