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
$894M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$7.88M
3
+$7.55M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$6.33M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.55M

Top Sells

1
+$8.95M
2
+$1.23M
3
+$911K
4
JPM icon
JPMorgan Chase
JPM
+$900K
5
MFC icon
Manulife Financial
MFC
+$871K

Sector Composition

1 Financials 31.43%
2 Energy 12.61%
3 Healthcare 9.53%
4 Technology 9.04%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.68M 0.3%
20,913
+54
77
$2.6M 0.29%
34,371
+670
78
$2.57M 0.29%
35,045
-6,128
79
$2.49M 0.28%
27,101
+1,243
80
$2.48M 0.28%
29,175
-465
81
$2.47M 0.28%
66,535
-2,950
82
$2.45M 0.27%
+23,630
83
$2.29M 0.26%
259,392
+245,492
84
$2.25M 0.25%
3,715
-115
85
$2.07M 0.23%
9,525
+1,800
86
$2M 0.22%
14,125
-465
87
$1.99M 0.22%
134,503
-750
88
$1.86M 0.21%
7,735
-1,240
89
$1.83M 0.2%
105,990
+2,735
90
$1.76M 0.2%
+4,390
91
$1.75M 0.2%
19,115
-4,789
92
$1.71M 0.19%
+22,830
93
$1.71M 0.19%
75,459
+725
94
$1.67M 0.19%
2,598
+2,260
95
$1.66M 0.19%
45,730
+3,975
96
$1.65M 0.18%
+12,610
97
$1.55M 0.17%
37,351
-1,802
98
$1.53M 0.17%
255,174
+11,784
99
$1.45M 0.16%
+11,690
100
$1.42M 0.16%
2,622
+845
2 3
4
5 6