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
$695M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.12M
3
+$1.1M
4
GOLD
Randgold Resources Ltd
GOLD
+$920K
5
RY icon
Royal Bank of Canada
RY
+$869K

Top Sells

1
+$1.24M
2
+$802K
3
+$745K
4
CTSH icon
Cognizant
CTSH
+$484K
5
GS icon
Goldman Sachs
GS
+$475K

Sector Composition

1 Financials 37.03%
2 Energy 13.1%
3 Communication Services 8.45%
4 Industrials 8.29%
5 Technology 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.76M 0.54%
24,687
-81
52
$3.71M 0.53%
25,670
-550
53
$3.61M 0.52%
694,826
-55,875
54
$3.51M 0.51%
32,872
+185
55
$3.48M 0.5%
29,440
-1,350
56
$3.45M 0.5%
61,206
-90
57
$3.44M 0.5%
+83,605
58
$3.37M 0.48%
47,063
-10,413
59
$3.32M 0.48%
57,678
-263
60
$3.29M 0.47%
135,415
-12,675
61
$3.15M 0.45%
19,403
-1,245
62
$3.1M 0.45%
19,244
+74
63
$3.08M 0.44%
107,170
-810
64
$3.05M 0.44%
41,263
-1,705
65
$2.98M 0.43%
121,640
+45,750
66
$2.96M 0.43%
27,754
+2,985
67
$2.96M 0.43%
121,961
-3,185
68
$2.93M 0.42%
119,430
+16,380
69
$2.92M 0.42%
100,164
-2,836
70
$2.86M 0.41%
69,345
+7,674
71
$2.79M 0.4%
42,021
+206
72
$2.69M 0.39%
30,333
-1,635
73
$2.61M 0.38%
11,535
+91
74
$2.55M 0.37%
137,450
+8,790
75
$2.5M 0.36%
20,650
-3,800
1 2
3
4 5