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
$1.03B
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.4M
3
+$1.04M
4
ACN icon
Accenture
ACN
+$1.04M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$912K

Top Sells

1
+$7.67M
2
+$1.44M
3
+$1.41M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
BA icon
Boeing
BA
+$1.27M

Sector Composition

1 Financials 31.49%
2 Healthcare 12.35%
3 Energy 12.14%
4 Technology 9.5%
5 Communication Services 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.73M 0.56%
572,411
+21,850
52
$5.7M 0.56%
114,230
+1,185
53
$5.47M 0.53%
79,799
-1,211
54
$5.44M 0.53%
41,560
+6,625
55
$5.32M 0.52%
10,436
-2,028
56
$5.1M 0.5%
48,354
+3,016
57
$5.09M 0.5%
11,605
-29
58
$4.96M 0.48%
102,428
+4,000
59
$4.79M 0.47%
13,852
+910
60
$4.71M 0.46%
101,372
-6,270
61
$4.41M 0.43%
47,563
+4,200
62
$4.39M 0.43%
7,545
+316
63
$4.32M 0.42%
33,820
+7,140
64
$4.01M 0.39%
84,980
+2,995
65
$3.86M 0.38%
180,183
+8,512
66
$3.49M 0.34%
41,945
+2,475
67
$3.46M 0.34%
33,695
+320
68
$3.33M 0.32%
192,673
+23,680
69
$3.27M 0.32%
206,154
+8,069
70
$3.11M 0.3%
519,336
+4,931
71
$3.09M 0.3%
78,994
-36,033
72
$3.04M 0.3%
206,010
-7,077
73
$2.95M 0.29%
23,627
+1,850
74
$2.91M 0.28%
23,451
+1,680
75
$2.83M 0.28%
19,760
-7,280
1 2
3
4 5