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
-$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$441K
2
+$387K
3
+$313K
4
ENB icon
Enbridge
ENB
+$296K
5
IMO icon
Imperial Oil
IMO
+$286K

Top Sells

1
+$470K
2
+$426K
3
+$426K
4
MCD icon
McDonald's
MCD
+$422K
5
RY icon
Royal Bank of Canada
RY
+$383K

Sector Composition

1 Financials 37.04%
2 Energy 10.96%
3 Technology 8.65%
4 Communication Services 8.54%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.52%
31,992
-450
52
$3.54M 0.51%
80,303
-306
53
$3.51M 0.5%
144,520
+5,085
54
$3.5M 0.5%
29,189
+570
55
$3.46M 0.5%
62,480
-3,420
56
$3.43M 0.49%
111,405
-11,445
57
$3.43M 0.49%
40,908
-1,200
58
$3.41M 0.49%
92,292
-4,360
59
$3.39M 0.49%
104,575
-3,375
60
$3.36M 0.48%
121,368
+18
61
$3.3M 0.47%
40,162
-2,996
62
$3.25M 0.47%
25,900
-2,355
63
$3.21M 0.46%
43,354
+1,635
64
$2.99M 0.43%
140,220
+8,150
65
$2.92M 0.42%
19,846
+659
66
$2.9M 0.42%
11,875
+195
67
$2.79M 0.4%
15,817
-484
68
$2.68M 0.38%
61,455
-1,096
69
$2.66M 0.38%
14,320
-1,972
70
$2.64M 0.38%
25,310
+355
71
$2.62M 0.38%
203,125
+5,870
72
$2.59M 0.37%
102,613
-7,361
73
$2.39M 0.34%
27,993
-940
74
$2.38M 0.34%
59,945
+7,905
75
$2.37M 0.34%
108,407
+2,901
1 2
3
4 5