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
$879M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.54M
3
+$2.45M
4
BNS icon
Scotiabank
BNS
+$2.06M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.77M

Top Sells

1
+$2.72M
2
+$1.38M
3
+$1.35M
4
FNV icon
Franco-Nevada
FNV
+$1.11M
5
BN icon
Brookfield
BN
+$919K

Sector Composition

1 Financials 32.27%
2 Energy 12.09%
3 Technology 10.61%
4 Healthcare 10.29%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.14M 0.59%
73,235
-845
52
$5.14M 0.58%
11,519
-68
53
$5.06M 0.58%
57,996
-13
54
$4.98M 0.57%
117,570
+2,975
55
$4.94M 0.56%
41,590
-413
56
$4.86M 0.55%
40,823
-4,909
57
$4.62M 0.53%
99,635
+8,355
58
$4.32M 0.49%
44,229
-1,624
59
$4.32M 0.49%
64,979
-7,115
60
$4.31M 0.49%
122,394
-2,620
61
$4.09M 0.46%
528,941
+17,235
62
$3.99M 0.45%
41,173
+2,005
63
$3.98M 0.45%
110,579
-1,133
64
$3.66M 0.42%
216,075
-16,038
65
$3.66M 0.42%
8,829
-75
66
$3.56M 0.41%
69,605
+3,693
67
$3.5M 0.4%
24,670
-7,815
68
$3.2M 0.36%
73,952
-5,011
69
$3.02M 0.34%
28,058
+535
70
$2.86M 0.33%
33,701
+4,814
71
$2.83M 0.32%
69,485
+12,500
72
$2.81M 0.32%
20,792
-737
73
$2.67M 0.3%
34,627
+8,717
74
$2.67M 0.3%
29,640
-2,340
75
$2.65M 0.3%
103,255
+11,755
1 2
3
4 5