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
$963M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.46M
3
+$1.08M
4
OTEX icon
Open Text
OTEX
+$835K
5
RY icon
Royal Bank of Canada
RY
+$811K

Top Sells

1
+$4.14M
2
+$2.79M
3
+$1.58M
4
SU icon
Suncor Energy
SU
+$802K
5
ORAN
Orange
ORAN
+$637K

Sector Composition

1 Financials 30.95%
2 Healthcare 16.07%
3 Technology 11%
4 Energy 9.12%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.48M 0.57%
12,775
+397
52
$5.47M 0.57%
40,898
+3,380
53
$5.41M 0.56%
31,341
+260
54
$5.19M 0.54%
62,459
-370
55
$4.97M 0.52%
82,075
-1,800
56
$4.68M 0.49%
99,559
-2,054
57
$4.63M 0.48%
12,521
-300
58
$4.28M 0.44%
119,072
+8,275
59
$4.04M 0.42%
25,340
+2,200
60
$4.02M 0.42%
11,687
+1,015
61
$3.9M 0.41%
30,648
+1,050
62
$3.88M 0.4%
46,993
+185
63
$3.86M 0.4%
28,880
-140
64
$3.49M 0.36%
28,275
-819
65
$3.34M 0.35%
22,680
+275
66
$3.17M 0.33%
21,576
+15
67
$3.17M 0.33%
7,199
+685
68
$3M 0.31%
34,880
+7,695
69
$3M 0.31%
155,216
+7,985
70
$3M 0.31%
34,167
+897
71
$2.94M 0.31%
517,330
-35,920
72
$2.86M 0.3%
193,985
+3,200
73
$2.75M 0.29%
15,876
+2,335
74
$2.51M 0.26%
9,252
+490
75
$2.2M 0.23%
16,480
-400
1 2
3
4 5