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
$557M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.89M
3
+$956K
4
BNS icon
Scotiabank
BNS
+$844K
5
RY icon
Royal Bank of Canada
RY
+$636K

Top Sells

1
+$2.86M
2
+$1.85M
3
+$1.37M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$563K
5
HD icon
Home Depot
HD
+$447K

Sector Composition

1 Financials 32.72%
2 Energy 11.93%
3 Technology 10%
4 Industrials 8.62%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.45M 0.62%
107,980
-140
52
$3.4M 0.61%
30,790
-3,020
53
$3.28M 0.59%
106,896
+8,683
54
$3.24M 0.58%
750,701
+16,095
55
$3.18M 0.57%
26,220
-275
56
$3.07M 0.55%
202,238
-959
57
$2.97M 0.53%
42,968
-150
58
$2.94M 0.53%
89,448
+8,825
59
$2.93M 0.53%
41,815
+680
60
$2.89M 0.52%
24,450
-2,550
61
$2.89M 0.52%
61,671
+2,031
62
$2.83M 0.51%
103,000
+3,800
63
$2.82M 0.51%
20,648
-1,220
64
$2.82M 0.51%
24,769
+2,140
65
$2.81M 0.5%
57,476
-3,697
66
$2.8M 0.5%
19,170
-633
67
$2.67M 0.48%
59,611
-6,222
68
$2.66M 0.48%
31,968
-900
69
$2.63M 0.47%
128,660
-690
70
$2.49M 0.45%
11,444
-70
71
$2.32M 0.42%
57,941
-820
72
$2.25M 0.4%
24,768
-761
73
$2.15M 0.39%
124,758
-79,072
74
$2.02M 0.36%
22,255
+295
75
$2M 0.36%
22,415
+315
1 2
3
4 5