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
$879M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.54M
3
+$2.45M
4
BNS icon
Scotiabank
BNS
+$2.06M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.77M

Top Sells

1
+$2.72M
2
+$1.38M
3
+$1.35M
4
FNV icon
Franco-Nevada
FNV
+$1.11M
5
BN icon
Brookfield
BN
+$919K

Sector Composition

1 Financials 32.27%
2 Energy 12.09%
3 Technology 10.61%
4 Healthcare 10.29%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.65M 0.3%
20,859
+2,996
77
$2.62M 0.3%
25,858
+6,379
78
$2.19M 0.25%
23,904
+10,045
79
$2.15M 0.24%
74,734
-2,750
80
$2.05M 0.23%
135,253
-6,953
81
$1.94M 0.22%
8,975
-2,970
82
$1.89M 0.21%
243,390
-2,385
83
$1.75M 0.2%
14,590
-855
84
$1.69M 0.19%
3,830
-150
85
$1.66M 0.19%
41,755
+3,580
86
$1.6M 0.18%
39,153
-73
87
$1.4M 0.16%
7,725
+1,795
88
$1.29M 0.15%
6,905
89
$1.23M 0.14%
7,165
-3,000
90
$1.2M 0.14%
3,487
-9
91
$1.17M 0.13%
6,843
-150
92
$1.13M 0.13%
4,980
-715
93
$1.12M 0.13%
36,753
-275
94
$1.05M 0.12%
2,816
+750
95
$953K 0.11%
11,745
-610
96
$911K 0.1%
+27,950
97
$911K 0.1%
1,908
-15
98
$902K 0.1%
2,875
-660
99
$890K 0.1%
4,218
-4,270
100
$847K 0.1%
+1,777
2 3
4
5 6