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
$355M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$21.1M
3
+$13.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$11.3M
5
TRP icon
TC Energy
TRP
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 27.64%
2 Energy 15.78%
3 Communication Services 10.38%
4 Industrials 8.84%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.3%
+73,143
77
$1.05M 0.3%
+47,778
78
$1.05M 0.3%
+30,371
79
$1.01M 0.29%
+28,090
80
$993K 0.28%
+26,200
81
$950K 0.27%
+20,670
82
$939K 0.26%
+12,150
83
$938K 0.26%
+27,971
84
$916K 0.26%
+62,684
85
$898K 0.25%
+66,177
86
$846K 0.24%
+35,190
87
$844K 0.24%
+50,500
88
$818K 0.23%
+9,200
89
$791K 0.22%
+48,222
90
$743K 0.21%
+26,920
91
$734K 0.21%
+29,900
92
$700K 0.2%
+12,650
93
$640K 0.18%
+41,750
94
$631K 0.18%
+11,900
95
$625K 0.18%
+13,453
96
$602K 0.17%
+8,160
97
$582K 0.16%
+149,962
98
$559K 0.16%
+17,710
99
$540K 0.15%
+13,132
100
$516K 0.15%
+6,435
2 3
4
5 6