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
$700M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.26M
3
+$1M
4
NTT
Nippon Telegraph & Telephone
NTT
+$811K
5
BHP icon
BHP
BHP
+$654K

Top Sells

1
+$6.14M
2
+$2.05M
3
+$1.71M
4
AEG icon
Aegon
AEG
+$1.29M
5
BNS icon
Scotiabank
BNS
+$1.2M

Sector Composition

1 Financials 36.93%
2 Energy 12.4%
3 Communication Services 8.64%
4 Technology 8.32%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.52%
139,435
+17,795
52
$3.58M 0.51%
32,442
-430
53
$3.55M 0.51%
80,609
-2,996
54
$3.47M 0.5%
96,652
-3,512
55
$3.41M 0.49%
28,255
-1,185
56
$3.4M 0.49%
43,158
-3,905
57
$3.4M 0.48%
42,108
+845
58
$3.39M 0.48%
232,047
-47,189
59
$3.3M 0.47%
28,619
+865
60
$3.29M 0.47%
122,850
-12,565
61
$3.29M 0.47%
107,950
+780
62
$3.29M 0.47%
121,350
+1,920
63
$3.27M 0.47%
65,900
-3,445
64
$3.21M 0.46%
24,644
-43
65
$3.16M 0.45%
19,187
-57
66
$2.81M 0.4%
186,036
-7,038
67
$2.76M 0.39%
41,719
-302
68
$2.75M 0.39%
11,680
+145
69
$2.69M 0.38%
16,292
-3,111
70
$2.6M 0.37%
52,040
-5,638
71
$2.59M 0.37%
16,301
-38,661
72
$2.58M 0.37%
28,933
-1,400
73
$2.58M 0.37%
62,551
+7,401
74
$2.57M 0.37%
109,974
-11,987
75
$2.51M 0.36%
197,255
+99,363
1 2
3
4 5