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
$963M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.46M
3
+$1.08M
4
OTEX icon
Open Text
OTEX
+$835K
5
RY icon
Royal Bank of Canada
RY
+$811K

Top Sells

1
+$4.14M
2
+$2.79M
3
+$1.58M
4
SU icon
Suncor Energy
SU
+$802K
5
ORAN
Orange
ORAN
+$637K

Sector Composition

1 Financials 30.95%
2 Healthcare 16.07%
3 Technology 11%
4 Energy 9.12%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.19M 0.23%
21,800
+300
77
$1.96M 0.2%
17,410
+85
78
$1.92M 0.2%
37,140
+500
79
$1.84M 0.19%
32,445
+3,130
80
$1.8M 0.19%
21,351
+2,468
81
$1.64M 0.17%
46,473
+1,645
82
$1.63M 0.17%
33,864
-5,326
83
$1.58M 0.16%
7,070
-1,500
84
$1.53M 0.16%
41,960
-5,170
85
$1.52M 0.16%
23,035
+6,195
86
$1.47M 0.15%
141,615
+42,583
87
$1.44M 0.15%
7,380
+1,740
88
$1.33M 0.14%
27,591
+17,335
89
$1.33M 0.14%
7,440
-95
90
$1.3M 0.13%
8,576
-980
91
$1.18M 0.12%
4,319
-120
92
$1.16M 0.12%
3,130
+51
93
$1.15M 0.12%
12,545
-575
94
$1.06M 0.11%
6,700
+100
95
$983K 0.1%
49,840
-9,600
96
$978K 0.1%
45,018
-975
97
$978K 0.1%
49,300
+2,200
98
$971K 0.1%
6,525
-200
99
$956K 0.1%
45,550
+3,200
100
$945K 0.1%
22,839
-826
2 3
4
5 6