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
$481M
AUM Growth
-$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.01M
3
+$959K
4
HSBC icon
HSBC
HSBC
+$845K
5
LYB icon
LyondellBasell Industries
LYB
+$769K

Top Sells

1
+$1.58M
2
+$1.11M
3
+$673K
4
EMN icon
Eastman Chemical
EMN
+$400K
5
TK icon
Teekay
TK
+$390K

Sector Composition

1 Financials 32.51%
2 Energy 10.22%
3 Healthcare 9.63%
4 Technology 9.4%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.55M 0.32%
11,398
-507
77
$1.51M 0.31%
110,424
+6,174
78
$1.44M 0.3%
45,458
-277
79
$1.42M 0.29%
10,925
+175
80
$1.39M 0.29%
54,060
+24,873
81
$1.34M 0.28%
4,043
-105
82
$1.3M 0.27%
13,665
-300
83
$1.27M 0.26%
19,010
-135
84
$1.26M 0.26%
321,829
+577
85
$1.26M 0.26%
7,415
-735
86
$1.19M 0.25%
33,310
+2,210
87
$1.17M 0.24%
37,093
-50
88
$987K 0.21%
13,075
-200
89
$959K 0.2%
+25,920
90
$952K 0.2%
69,853
+21,580
91
$952K 0.2%
15,380
+600
92
$946K 0.2%
43,354
+2,475
93
$927K 0.19%
15,850
+550
94
$893K 0.19%
10,610
-140
95
$809K 0.17%
12,348
-320
96
$794K 0.17%
23,800
+3,700
97
$792K 0.16%
46,150
+8,000
98
$790K 0.16%
20,960
-4,700
99
$707K 0.15%
+5,550
100
$702K 0.15%
9,465
-335
2 3
4
5 6