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
$695M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.12M
3
+$1.1M
4
GOLD
Randgold Resources Ltd
GOLD
+$920K
5
RY icon
Royal Bank of Canada
RY
+$869K

Top Sells

1
+$1.24M
2
+$802K
3
+$745K
4
CTSH icon
Cognizant
CTSH
+$484K
5
GS icon
Goldman Sachs
GS
+$475K

Sector Composition

1 Financials 37.03%
2 Energy 13.1%
3 Communication Services 8.45%
4 Industrials 8.29%
5 Technology 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.33M 0.34%
81,476
-43,282
77
$2.31M 0.33%
55,150
-4,461
78
$2.17M 0.31%
25,724
-336
79
$2.1M 0.3%
101,753
-2,252
80
$2.05M 0.3%
22,050
-365
81
$1.96M 0.28%
22,295
+40
82
$1.87M 0.27%
21,406
+950
83
$1.86M 0.27%
45,660
84
$1.72M 0.25%
42,140
+80
85
$1.71M 0.25%
68,695
-13,000
86
$1.51M 0.22%
25,263
-2,900
87
$1.38M 0.2%
50,414
+1,200
88
$1.31M 0.19%
17,420
+2,895
89
$1.29M 0.19%
296,166
-1,254
90
$1.28M 0.18%
3,335
+25
91
$1.27M 0.18%
7,985
-348
92
$1.2M 0.17%
40,591
-1,675
93
$1.15M 0.17%
174,032
+6,741
94
$1.1M 0.16%
+97,892
95
$1.09M 0.16%
27,480
-400
96
$1.09M 0.16%
35,140
+4,180
97
$1.08M 0.16%
11,850
-200
98
$1.05M 0.15%
18,568
+200
99
$1.03M 0.15%
44,150
-2,145
100
$1.02M 0.15%
6,234
-195
2 3
4
5 6