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
$685M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.21M
3
+$1.24M
4
SU icon
Suncor Energy
SU
+$958K
5
RY icon
Royal Bank of Canada
RY
+$726K

Top Sells

1
+$1.36M
2
+$796K
3
+$683K
4
BUD icon
AB InBev
BUD
+$577K
5
SLF icon
Sun Life Financial
SLF
+$521K

Sector Composition

1 Financials 36.6%
2 Energy 13.2%
3 Communication Services 9.03%
4 Technology 8.26%
5 Healthcare 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.44M 0.5%
91,720
+5,344
52
$3.43M 0.5%
732,297
-16,582
53
$3.3M 0.48%
13,311
+345
54
$3.3M 0.48%
92,860
-720
55
$3.28M 0.48%
29,355
-1,129
56
$3.27M 0.48%
238,685
+3,660
57
$3.26M 0.48%
31,664
+225
58
$3.23M 0.47%
62,439
+1,265
59
$2.94M 0.43%
112,988
-11,670
60
$2.77M 0.4%
57,366
-652
61
$2.6M 0.38%
140,100
-25,870
62
$2.53M 0.37%
15,745
+89
63
$2.49M 0.36%
24,645
-1,185
64
$2.43M 0.36%
24,694
+589
65
$2.34M 0.34%
113,738
-14,462
66
$2.29M 0.33%
19,920
-3,478
67
$2.27M 0.33%
26,443
-460
68
$2.19M 0.32%
73,515
-5,750
69
$1.98M 0.29%
29,700
-1,335
70
$1.96M 0.29%
5,601
-387
71
$1.95M 0.28%
28,982
-2,768
72
$1.89M 0.28%
97,056
-4,727
73
$1.88M 0.27%
356,570
-8,450
74
$1.87M 0.27%
15,518
-1,057
75
$1.85M 0.27%
35,160
-300
1 2
3
4 5