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
$511M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.33M
3
+$2.13M
4
BNS icon
Scotiabank
BNS
+$2.11M
5
BN icon
Brookfield
BN
+$1.02M

Top Sells

1
+$3.1M
2
+$2.25M
3
+$1.27M
4
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
+$1.03M
5
TD icon
Toronto Dominion Bank
TD
+$836K

Sector Composition

1 Financials 33.47%
2 Energy 13.19%
3 Technology 8.58%
4 Industrials 8.52%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.36%
52,207
-277
77
$1.81M 0.35%
42,119
-700
78
$1.79M 0.35%
102,940
+25,340
79
$1.73M 0.34%
22,545
-50
80
$1.61M 0.32%
39,805
+1,865
81
$1.6M 0.31%
18,730
+865
82
$1.59M 0.31%
27,388
-2,650
83
$1.45M 0.28%
38,440
-11,895
84
$1.43M 0.28%
48,782
85
$1.41M 0.28%
4,390
-90
86
$1.39M 0.27%
29,772
87
$1.39M 0.27%
23,225
+360
88
$1.36M 0.27%
74,823
89
$1.31M 0.26%
24,050
-5,550
90
$1.25M 0.24%
82,215
-1,260
91
$1.22M 0.24%
6,700
+325
92
$1.21M 0.24%
13,285
+425
93
$1.2M 0.23%
29,275
-5,375
94
$1.19M 0.23%
25,300
-7,096
95
$1.14M 0.22%
14,025
-150
96
$1.13M 0.22%
12,250
+2,100
97
$1.08M 0.21%
24,632
-1,978
98
$1.04M 0.2%
60,972
+13,125
99
$962K 0.19%
25,685
-425
100
$955K 0.19%
6,655
+1,655
2 3
4
5 6