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
$748M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$877K
3
+$767K
4
TU icon
Telus
TU
+$710K
5
ENB icon
Enbridge
ENB
+$706K

Top Sells

1
+$1.52M
2
+$313K
3
+$303K
4
CRM icon
Salesforce
CRM
+$238K
5
NFLX icon
Netflix
NFLX
+$229K

Sector Composition

1 Financials 36.76%
2 Energy 12.94%
3 Communication Services 9.13%
4 Technology 8.25%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.52%
117,885
-1,644
52
$3.83M 0.51%
90,155
-990
53
$3.71M 0.5%
43,998
+480
54
$3.65M 0.49%
30,372
+738
55
$3.58M 0.48%
60,541
-264
56
$3.55M 0.47%
14,910
-190
57
$3.51M 0.47%
16,180
+384
58
$3.21M 0.43%
28,412
+1,045
59
$2.92M 0.39%
25,736
-784
60
$2.8M 0.37%
98,212
+885
61
$2.78M 0.37%
758,274
-11,565
62
$2.77M 0.37%
53,890
-868
63
$2.67M 0.36%
115,929
+3,311
64
$2.63M 0.35%
37,005
+7,360
65
$2.51M 0.34%
19,271
+1,779
66
$2.37M 0.32%
26,291
-177
67
$2.32M 0.31%
19,155
-960
68
$2.3M 0.31%
456,875
+40,760
69
$2.28M 0.3%
33,815
-1,005
70
$2.17M 0.29%
26,489
+1,772
71
$2.04M 0.27%
24,143
72
$1.93M 0.26%
13,578
-630
73
$1.9M 0.25%
20,810
+1,814
74
$1.85M 0.25%
67,820
-1,720
75
$1.81M 0.24%
30,760
-100
1 2
3
4 5