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
$1.03B
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.4M
3
+$1.04M
4
ACN icon
Accenture
ACN
+$1.04M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$912K

Top Sells

1
+$7.67M
2
+$1.44M
3
+$1.41M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
BA icon
Boeing
BA
+$1.27M

Sector Composition

1 Financials 31.49%
2 Healthcare 12.35%
3 Energy 12.14%
4 Technology 9.5%
5 Communication Services 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.57M 0.25%
17,020
-8,720
77
$2.5M 0.24%
10,590
+970
78
$2.17M 0.21%
11,133
+1,831
79
$2.09M 0.2%
16,260
+780
80
$2.06M 0.2%
43,000
+13,200
81
$2.04M 0.2%
47,739
+10,209
82
$1.96M 0.19%
6,000
+3,175
83
$1.92M 0.19%
25,300
+1,480
84
$1.89M 0.18%
16,968
-273
85
$1.74M 0.17%
52,148
+5,045
86
$1.74M 0.17%
5,176
+1,208
87
$1.65M 0.16%
25,150
-1,000
88
$1.64M 0.16%
28,124
-4,020
89
$1.54M 0.15%
49,133
+1,990
90
$1.53M 0.15%
16,075
-125
91
$1.5M 0.15%
8,106
-95
92
$1.45M 0.14%
63,690
+27,040
93
$1.44M 0.14%
4,130
+46
94
$1.41M 0.14%
15,380
+4,055
95
$1.4M 0.14%
7,475
+189
96
$1.34M 0.13%
10,595
+3,900
97
$1.31M 0.13%
17,074
-5,000
98
$1.22M 0.12%
36,245
-4,845
99
$1.19M 0.12%
55,410
+15,820
100
$1.19M 0.12%
3,865
2 3
4
5 6