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
$748M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$877K
3
+$767K
4
TU icon
Telus
TU
+$710K
5
ENB icon
Enbridge
ENB
+$706K

Top Sells

1
+$1.52M
2
+$313K
3
+$303K
4
CRM icon
Salesforce
CRM
+$238K
5
NFLX icon
Netflix
NFLX
+$229K

Sector Composition

1 Financials 36.76%
2 Energy 12.94%
3 Communication Services 9.13%
4 Technology 8.25%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.78M 0.24%
57,550
+13,500
77
$1.45M 0.19%
268,589
+1,813
78
$1.43M 0.19%
24,280
-400
79
$1.4M 0.19%
120,447
-12,900
80
$1.34M 0.18%
15,572
-600
81
$1.31M 0.18%
4,965
82
$1.21M 0.16%
9,545
+505
83
$1.14M 0.15%
18,533
+1,974
84
$1.12M 0.15%
12,280
-785
85
$1.07M 0.14%
11,744
+6,210
86
$1.05M 0.14%
2,865
-20
87
$1.04M 0.14%
9,015
+225
88
$980K 0.13%
11,440
+500
89
$947K 0.13%
8,140
-1,602
90
$934K 0.12%
16,485
+2,530
91
$929K 0.12%
4,576
-575
92
$899K 0.12%
31,613
-470
93
$892K 0.12%
31,174
+2,119
94
$801K 0.11%
185,200
+67,000
95
$774K 0.1%
38,425
-9,525
96
$747K 0.1%
8,800
+900
97
$735K 0.1%
24,045
-336
98
$735K 0.1%
410,487
-27,380
99
$712K 0.1%
18,120
100
$705K 0.09%
77,100
+8,550
2 3
4
5 6