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
$615M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$1.66M
3
+$1.6M
4
TD icon
Toronto Dominion Bank
TD
+$1.42M
5
RY icon
Royal Bank of Canada
RY
+$1.35M

Top Sells

1
+$4.33M
2
+$2.79M
3
+$2.24M
4
TRP icon
TC Energy
TRP
+$1.03M
5
RIO icon
Rio Tinto
RIO
+$645K

Sector Composition

1 Financials 32.42%
2 Energy 12.67%
3 Technology 9.03%
4 Healthcare 8.7%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.85M 0.3%
45,418
+696
77
$1.82M 0.3%
17,760
-5,575
78
$1.78M 0.29%
39,462
-1,180
79
$1.7M 0.28%
33,291
+3,807
80
$1.67M 0.27%
65,550
-14,865
81
$1.64M 0.27%
26,625
+785
82
$1.62M 0.26%
3,924
-64
83
$1.48M 0.24%
6,975
-300
84
$1.45M 0.24%
27,852
+5,805
85
$1.44M 0.23%
72,505
-12,565
86
$1.44M 0.23%
17,980
-4,135
87
$1.43M 0.23%
23,475
+3,490
88
$1.33M 0.22%
10,140
-100
89
$1.29M 0.21%
9,720
+630
90
$1.28M 0.21%
73,151
+20,890
91
$1.28M 0.21%
43,018
-9,024
92
$1.27M 0.21%
26,700
+475
93
$1.24M 0.2%
10,870
-37,823
94
$1.23M 0.2%
42,506
+295
95
$1.21M 0.2%
13,275
96
$1.1M 0.18%
19,096
+644
97
$1.05M 0.17%
32,070
98
$1.05M 0.17%
8,750
-100
99
$1.04M 0.17%
12,685
-315
100
$1.01M 0.16%
9,685
+1,100
2 3
4
5 6