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
$742M
AUM Growth
+$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$1.36M
3
+$1.15M
4
FNV icon
Franco-Nevada
FNV
+$977K
5
NTR icon
Nutrien
NTR
+$756K

Top Sells

1
+$6.06M
2
+$671K
3
+$615K
4
IMO icon
Imperial Oil
IMO
+$440K
5
ORAN
Orange
ORAN
+$395K

Sector Composition

1 Financials 31%
2 Technology 12.38%
3 Healthcare 9.54%
4 Energy 8.9%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.33M 0.58%
85,440
-340
52
$4.28M 0.58%
45,253
+685
53
$4.11M 0.55%
31,584
+2,664
54
$4.06M 0.55%
156,402
-13,594
55
$3.86M 0.52%
96,001
+3,260
56
$3.66M 0.49%
174,576
-20,991
57
$3.52M 0.48%
29,695
+849
58
$3.26M 0.44%
106,897
-7,687
59
$3.19M 0.43%
24,218
+7,420
60
$3.13M 0.42%
192,345
-18,329
61
$3.1M 0.42%
21,573
+526
62
$2.94M 0.4%
665,995
+124,640
63
$2.93M 0.4%
8,444
+1,640
64
$2.93M 0.39%
20,727
+557
65
$2.88M 0.39%
17,880
-40
66
$2.73M 0.37%
106,500
+500
67
$2.59M 0.35%
212,295
-32,355
68
$2.54M 0.34%
25,063
-2,073
69
$2.5M 0.34%
37,950
+1,150
70
$2.47M 0.33%
138,681
-7,578
71
$2.47M 0.33%
69,305
+2,130
72
$2.43M 0.33%
27,880
-340
73
$2.35M 0.32%
31,850
-4,150
74
$2.32M 0.31%
49,318
-924
75
$2.29M 0.31%
32,915
+1,570
1 2
3
4 5