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
$511M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.33M
3
+$2.13M
4
BNS icon
Scotiabank
BNS
+$2.11M
5
BN icon
Brookfield
BN
+$1.02M

Top Sells

1
+$3.1M
2
+$2.25M
3
+$1.27M
4
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
+$1.03M
5
TD icon
Toronto Dominion Bank
TD
+$836K

Sector Composition

1 Financials 33.47%
2 Energy 13.19%
3 Technology 8.58%
4 Industrials 8.52%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$952K 0.19%
11,690
+3,275
102
$942K 0.18%
10,800
+750
103
$914K 0.18%
11,075
+475
104
$914K 0.18%
16,600
+1,500
105
$900K 0.18%
27,165
-3,475
106
$893K 0.17%
104,591
+55,387
107
$865K 0.17%
25,340
-7,213
108
$846K 0.17%
65,006
+1,600
109
$806K 0.16%
29,300
+4,150
110
$800K 0.16%
8,585
+200
111
$769K 0.15%
20,850
+3,090
112
$734K 0.14%
13,400
-200
113
$731K 0.14%
31,325
+700
114
$646K 0.13%
3,790
+65
115
$646K 0.13%
13,038
116
$633K 0.12%
28,500
+2,850
117
$625K 0.12%
16,835
-6,671
118
$610K 0.12%
+30,000
119
$594K 0.12%
6,692
-285
120
$593K 0.12%
+56,434
121
$591K 0.12%
42,463
-53,321
122
$546K 0.11%
88,019
+3,500
123
$545K 0.11%
21,125
-525
124
$543K 0.11%
9,975
-200
125
$532K 0.1%
28,599
-4,936
3 4
5
6 7