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
$749M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$893K
3
+$655K
4
BNS icon
Scotiabank
BNS
+$640K
5
CNQ icon
Canadian Natural Resources
CNQ
+$634K

Top Sells

1
+$2.54M
2
+$2.29M
3
+$2.08M
4
BCE icon
BCE
BCE
+$1.52M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.1M

Sector Composition

1 Financials 36.75%
2 Energy 13.84%
3 Communication Services 8.7%
4 Technology 8.69%
5 Healthcare 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.49%
237,535
-1,150
52
$3.62M 0.48%
15,115
-445
53
$3.61M 0.48%
30,478
-1,186
54
$3.58M 0.48%
60,930
-1,509
55
$3.55M 0.47%
91,595
-1,265
56
$3.31M 0.44%
112,809
-179
57
$3.31M 0.44%
48,315
+379
58
$3.12M 0.42%
14,066
+755
59
$3.04M 0.41%
26,782
+2,088
60
$2.95M 0.39%
26,085
+1,440
61
$2.93M 0.39%
16,026
+281
62
$2.87M 0.38%
116,309
+2,571
63
$2.74M 0.37%
55,006
-2,360
64
$2.47M 0.33%
70,765
-2,750
65
$2.41M 0.32%
26,243
-200
66
$2.28M 0.3%
27,675
-1,307
67
$2.18M 0.29%
27,686
-1,669
68
$2.15M 0.29%
28,051
+1,328
69
$2.13M 0.28%
96,482
-574
70
$2.11M 0.28%
27,745
-1,955
71
$2.02M 0.27%
14,538
-980
72
$1.95M 0.26%
380,965
+24,395
73
$1.93M 0.26%
31,060
-4,100
74
$1.88M 0.25%
138,887
+780
75
$1.86M 0.25%
19,715
+400
1 2
3
4 5