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
$685M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.21M
3
+$1.24M
4
SU icon
Suncor Energy
SU
+$958K
5
RY icon
Royal Bank of Canada
RY
+$726K

Top Sells

1
+$1.36M
2
+$796K
3
+$683K
4
BUD icon
AB InBev
BUD
+$577K
5
SLF icon
Sun Life Financial
SLF
+$521K

Sector Composition

1 Financials 36.6%
2 Energy 13.2%
3 Communication Services 9.03%
4 Technology 8.26%
5 Healthcare 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.8M 0.26%
19,315
+4,555
77
$1.72M 0.25%
57,175
-5,739
78
$1.61M 0.24%
50,636
-25,035
79
$1.5M 0.22%
26,723
+175
80
$1.49M 0.22%
19,545
+1,125
81
$1.47M 0.21%
138,107
-789
82
$1.39M 0.2%
26,270
+6,150
83
$1.31M 0.19%
15,722
-190
84
$1.25M 0.18%
23,960
-3,780
85
$1.24M 0.18%
+5,255
86
$1.18M 0.17%
23,500
-7,400
87
$1.15M 0.17%
25,425
+1,514
88
$1.12M 0.16%
15,500
-7,950
89
$1.08M 0.16%
2,715
+75
90
$1.05M 0.15%
5,380
-398
91
$1.01M 0.15%
14,508
+1,764
92
$992K 0.14%
5,075
+1,925
93
$901K 0.13%
11,140
+100
94
$854K 0.12%
329,884
+63,450
95
$816K 0.12%
50,733
+14,655
96
$802K 0.12%
178,158
+18,975
97
$787K 0.11%
7,938
+170
98
$778K 0.11%
27,762
99
$719K 0.11%
4,675
-50
100
$713K 0.1%
30,795
-1,065
2 3
4
5 6