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
$876M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$5.4M
3
+$1.54M
4
RY icon
Royal Bank of Canada
RY
+$1.41M
5
ENB icon
Enbridge
ENB
+$1.35M

Top Sells

1
+$4.06M
2
+$1.51M
3
+$1.15M
4
GS icon
Goldman Sachs
GS
+$569K
5
F icon
Ford
F
+$518K

Sector Composition

1 Financials 36.14%
2 Technology 11.7%
3 Energy 8.86%
4 Healthcare 8.42%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.83M 0.55%
190,516
+15,940
52
$4.63M 0.53%
34,082
+2,498
53
$4.54M 0.52%
107,647
+6,553
54
$4.46M 0.51%
30,245
+550
55
$4.42M 0.5%
102,029
+6,028
56
$4.24M 0.48%
85,120
-320
57
$4.22M 0.48%
100,522
-6,375
58
$4.01M 0.46%
46,173
+920
59
$3.97M 0.45%
62,100
+24,150
60
$3.89M 0.44%
29,773
+5,555
61
$3.75M 0.43%
9,922
+1,478
62
$3.7M 0.42%
22,180
+4,300
63
$3.66M 0.42%
22,249
+676
64
$3.47M 0.4%
30,954
+5,891
65
$3.23M 0.37%
28,800
+920
66
$3.21M 0.37%
593,065
-72,930
67
$3.17M 0.36%
149,232
+10,551
68
$2.98M 0.34%
187,545
-4,800
69
$2.81M 0.32%
21,276
+549
70
$2.75M 0.31%
60,805
-8,500
71
$2.57M 0.29%
32,960
+45
72
$2.42M 0.28%
197,210
-15,085
73
$2.18M 0.25%
48,318
-1,000
74
$2.07M 0.24%
34,700
+2,850
75
$2.07M 0.24%
8,215
+4,690
1 2
3
4 5