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
$876M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$5.4M
3
+$1.54M
4
RY icon
Royal Bank of Canada
RY
+$1.41M
5
ENB icon
Enbridge
ENB
+$1.35M

Top Sells

1
+$4.06M
2
+$1.51M
3
+$1.15M
4
GS icon
Goldman Sachs
GS
+$569K
5
F icon
Ford
F
+$518K

Sector Composition

1 Financials 36.14%
2 Technology 11.7%
3 Energy 8.86%
4 Healthcare 8.42%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.94M 0.22%
17,220
-1,100
77
$1.9M 0.22%
10,126
+350
78
$1.89M 0.22%
21,875
-1,450
79
$1.84M 0.21%
8,092
+3,487
80
$1.72M 0.2%
4,727
+1,153
81
$1.65M 0.19%
10,596
-245
82
$1.51M 0.17%
16,283
-2,099
83
$1.51M 0.17%
40,048
+6,860
84
$1.41M 0.16%
19,185
+3,155
85
$1.4M 0.16%
7,955
+75
86
$1.32M 0.15%
5,525
+1,900
87
$1.31M 0.15%
15,543
+2,535
88
$1.27M 0.14%
23,780
+1,225
89
$1.23M 0.14%
13,425
-430
90
$1.22M 0.14%
4,566
-17
91
$1.18M 0.14%
15,050
+7,550
92
$1.17M 0.13%
3,022
+195
93
$999K 0.11%
42,350
-64,150
94
$939K 0.11%
6,600
-1,450
95
$917K 0.1%
4,435
+1,200
96
$908K 0.1%
59,440
+30,000
97
$900K 0.1%
6,725
+3,975
98
$857K 0.1%
16,920
99
$840K 0.1%
9,640
-1,245
100
$824K 0.09%
22,700
-4,300
2 3
4
5 6