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
$663M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$1.15M
4
TD icon
Toronto Dominion Bank
TD
+$982K
5
LYB icon
LyondellBasell Industries
LYB
+$837K

Top Sells

1
+$2.11M
2
+$1.1M
3
+$735K
4
BABA icon
Alibaba
BABA
+$705K
5
AGU
Agrium
AGU
+$480K

Sector Composition

1 Financials 32.25%
2 Energy 13.6%
3 Healthcare 9.05%
4 Technology 8.52%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.04M 0.31%
39,362
-100
77
$1.95M 0.29%
91,166
+18,015
78
$1.85M 0.28%
45,638
+220
79
$1.85M 0.28%
18,285
+525
80
$1.82M 0.27%
16,260
+7,485
81
$1.8M 0.27%
66,774
+1,224
82
$1.76M 0.27%
31,752
-1,539
83
$1.76M 0.27%
3,876
-48
84
$1.74M 0.26%
27,150
+525
85
$1.67M 0.25%
18,340
+360
86
$1.64M 0.25%
6,975
87
$1.61M 0.24%
72,505
88
$1.55M 0.23%
27,757
-95
89
$1.54M 0.23%
10,945
+1,225
90
$1.48M 0.22%
44,722
+1,704
91
$1.48M 0.22%
27,900
+1,200
92
$1.31M 0.2%
10,370
-500
93
$1.3M 0.2%
42,313
-193
94
$1.29M 0.19%
20,100
-3,375
95
$1.27M 0.19%
9,770
-370
96
$1.16M 0.17%
13,275
97
$1.14M 0.17%
8,075
-675
98
$1.11M 0.17%
32,280
-2,460
99
$1.1M 0.17%
16,392
-2,704
100
$1.07M 0.16%
9,250
+300
2 3
4
5 6