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
$538M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.26M
3
+$985K
4
GE icon
GE Aerospace
GE
+$904K
5
TU icon
Telus
TU
+$651K

Top Sells

1
+$1.08M
2
+$650K
3
+$589K
4
GS icon
Goldman Sachs
GS
+$494K
5
OXY icon
Occidental Petroleum
OXY
+$476K

Sector Composition

1 Financials 32.91%
2 Energy 11.42%
3 Technology 9.29%
4 Communication Services 9.01%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.73M 0.32%
22,205
+1,075
77
$1.71M 0.32%
60,639
+6,579
78
$1.67M 0.31%
44,300
+1,300
79
$1.61M 0.3%
11,685
+6,569
80
$1.59M 0.3%
12,573
+1,175
81
$1.59M 0.3%
20,540
+1,530
82
$1.44M 0.27%
36,665
+3,355
83
$1.41M 0.26%
44,932
-526
84
$1.4M 0.26%
4,008
-35
85
$1.39M 0.26%
18,156
-3,029
86
$1.36M 0.25%
327,953
+6,124
87
$1.21M 0.23%
79,838
+9,985
88
$1.16M 0.22%
37,218
+125
89
$1.12M 0.21%
13,000
-75
90
$1.11M 0.21%
19,218
+3,368
91
$1M 0.19%
43,275
+23,650
92
$999K 0.19%
10,180
-3,485
93
$997K 0.19%
43,410
+56
94
$962K 0.18%
26,360
+440
95
$948K 0.18%
22,940
+10,497
96
$934K 0.17%
16,268
+888
97
$904K 0.17%
26,799
-434
98
$862K 0.16%
8,090
+1,980
99
$838K 0.16%
46,199
+49
100
$834K 0.16%
5,944
+2,054
2 3
4
5 6