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
-$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$441K
2
+$387K
3
+$313K
4
ENB icon
Enbridge
ENB
+$296K
5
IMO icon
Imperial Oil
IMO
+$286K

Top Sells

1
+$470K
2
+$426K
3
+$426K
4
MCD icon
McDonald's
MCD
+$422K
5
RY icon
Royal Bank of Canada
RY
+$383K

Sector Composition

1 Financials 37.04%
2 Energy 10.96%
3 Technology 8.65%
4 Communication Services 8.54%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.3%
14,975
-1,000
77
$2.11M 0.3%
23,856
+50
78
$2.04M 0.29%
42,160
-1,700
79
$2M 0.29%
43,155
-5
80
$1.97M 0.28%
25,243
+599
81
$1.88M 0.27%
77,236
+4,950
82
$1.87M 0.27%
21,934
+2,055
83
$1.67M 0.24%
181,115
-50,932
84
$1.59M 0.23%
7,730
-50
85
$1.59M 0.23%
27,201
-106
86
$1.56M 0.22%
167,379
-18,657
87
$1.51M 0.22%
3,460
-190
88
$1.51M 0.22%
232,895
+67,920
89
$1.36M 0.2%
28,780
+940
90
$1.34M 0.19%
11,375
+125
91
$1.22M 0.18%
20,041
-3,572
92
$1.18M 0.17%
39,904
+1,363
93
$1.03M 0.15%
41,121
-1,626
94
$1.03M 0.15%
6,715
-134
95
$1.01M 0.15%
36,659
-12,055
96
$1M 0.14%
5,909
-91
97
$961K 0.14%
10,975
-425
98
$916K 0.13%
26,340
-3,400
99
$898K 0.13%
12,225
+225
100
$867K 0.12%
3,550
-125
2 3
4
5 6