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
$557M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.89M
3
+$956K
4
BNS icon
Scotiabank
BNS
+$844K
5
RY icon
Royal Bank of Canada
RY
+$636K

Top Sells

1
+$2.86M
2
+$1.85M
3
+$1.37M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$563K
5
HD icon
Home Depot
HD
+$447K

Sector Composition

1 Financials 32.72%
2 Energy 11.93%
3 Technology 10%
4 Industrials 8.62%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.94M 0.35%
103,050
-6,492
77
$1.83M 0.33%
125,146
-27,662
78
$1.82M 0.33%
45,660
+1,140
79
$1.74M 0.31%
75,890
+21,855
80
$1.67M 0.3%
104,005
+2,134
81
$1.64M 0.29%
20,456
+1,150
82
$1.53M 0.27%
42,060
+1,000
83
$1.44M 0.26%
10,934
-295
84
$1.4M 0.25%
26,060
-694
85
$1.33M 0.24%
81,695
-113,944
86
$1.33M 0.24%
12,050
-950
87
$1.22M 0.22%
28,163
+5,695
88
$1.18M 0.21%
3,310
+90
89
$1.09M 0.2%
8,333
-2,315
90
$1.06M 0.19%
27,880
+540
91
$1.05M 0.19%
8,215
-3,480
92
$1M 0.18%
49,214
+2,900
93
$965K 0.17%
18,368
-1,650
94
$962K 0.17%
8,405
+465
95
$952K 0.17%
297,420
-18,702
96
$934K 0.17%
30,960
+4,000
97
$933K 0.17%
42,266
-825
98
$919K 0.17%
6,429
+375
99
$902K 0.16%
14,525
+1,502
100
$839K 0.15%
46,295
-1,558
2 3
4
5 6