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
$536M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.08M
3
+$2.97M
4
IMO icon
Imperial Oil
IMO
+$1.37M
5
GLD icon
SPDR Gold Trust
GLD
+$394K

Top Sells

1
+$5.15M
2
+$2.63M
3
+$1.41M
4
BNS icon
Scotiabank
BNS
+$948K
5
RY icon
Royal Bank of Canada
RY
+$582K

Sector Composition

1 Financials 31.7%
2 Energy 11.72%
3 Healthcare 9.14%
4 Technology 9%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.91M 0.36%
109,542
-8,487
77
$1.87M 0.35%
58,761
-1,878
78
$1.65M 0.31%
101,871
+22,033
79
$1.64M 0.31%
22,100
+1,560
80
$1.63M 0.3%
21,960
-245
81
$1.59M 0.3%
11,229
-456
82
$1.55M 0.29%
44,520
+220
83
$1.52M 0.28%
11,695
-2,575
84
$1.51M 0.28%
19,306
+1,150
85
$1.33M 0.25%
41,060
+4,395
86
$1.32M 0.25%
10,648
-1,925
87
$1.16M 0.22%
13,000
88
$1.14M 0.21%
54,035
+10,760
89
$1.1M 0.21%
20,018
+800
90
$1.08M 0.2%
188,682
+6,600
91
$1.07M 0.2%
3,220
-788
92
$1.01M 0.19%
26,754
-45
93
$979K 0.18%
43,091
-319
94
$977K 0.18%
10,380
+200
95
$960K 0.18%
5,650
96
$944K 0.18%
7,940
-150
97
$929K 0.17%
27,340
+980
98
$884K 0.17%
16,268
99
$876K 0.16%
46,314
+115
100
$851K 0.16%
6,054
+110
2 3
4
5 6