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
$415M
AUM Growth
-$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$711K
3
+$469K
4
TD icon
Toronto Dominion Bank
TD
+$331K
5
RY icon
Royal Bank of Canada
RY
+$295K

Top Sells

1
+$2.66M
2
+$1.11M
3
+$911K
4
HD icon
Home Depot
HD
+$759K
5
BN icon
Brookfield
BN
+$742K

Sector Composition

1 Financials 34.24%
2 Communication Services 10.3%
3 Energy 10.25%
4 Technology 9.86%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$826K 0.2%
12,835
+3,208
77
$810K 0.2%
11,903
+685
78
$798K 0.19%
59,415
-1,840
79
$774K 0.19%
19,940
-1,000
80
$757K 0.18%
25,219
-7,286
81
$752K 0.18%
4,682
+386
82
$735K 0.18%
23,233
-405
83
$641K 0.15%
150,040
-36,400
84
$623K 0.15%
5,041
+275
85
$546K 0.13%
10,417
-5,280
86
$529K 0.13%
8,330
-1,050
87
$480K 0.12%
21,047
+1,557
88
$465K 0.11%
60,263
-1,575
89
$422K 0.1%
4,400
90
$416K 0.1%
9,920
-5,190
91
$408K 0.1%
6,700
-2,450
92
$402K 0.1%
8,124
+119
93
$402K 0.1%
8,050
-160
94
$392K 0.09%
1,670
+50
95
$391K 0.09%
17,180
+745
96
$380K 0.09%
2,169
+257
97
$374K 0.09%
13,873
+15
98
$370K 0.09%
5,541
+1,195
99
$365K 0.09%
4,280
-35
100
$340K 0.08%
3,550
2 3
4
5 6