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
$615M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$1.66M
3
+$1.6M
4
TD icon
Toronto Dominion Bank
TD
+$1.42M
5
RY icon
Royal Bank of Canada
RY
+$1.35M

Top Sells

1
+$4.33M
2
+$2.79M
3
+$2.24M
4
TRP icon
TC Energy
TRP
+$1.03M
5
RIO icon
Rio Tinto
RIO
+$645K

Sector Composition

1 Financials 32.42%
2 Energy 12.67%
3 Technology 9.03%
4 Healthcare 8.7%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$974K 0.16%
23,125
102
$972K 0.16%
29,350
-25
103
$948K 0.15%
34,740
+3,485
104
$932K 0.15%
+8,950
105
$911K 0.15%
17,650
+1,250
106
$893K 0.15%
45,184
+3,190
107
$841K 0.14%
27,863
+750
108
$826K 0.13%
4,000
+2,500
109
$804K 0.13%
9,690
-2,425
110
$787K 0.13%
8,790
+3,850
111
$783K 0.13%
+8,025
112
$780K 0.13%
+8,775
113
$737K 0.12%
14,314
-1,576
114
$717K 0.12%
7,450
-500
115
$705K 0.11%
+5,975
116
$696K 0.11%
6,570
-155
117
$694K 0.11%
19,300
+500
118
$687K 0.11%
12,750
-200
119
$682K 0.11%
16,292
+6,367
120
$628K 0.1%
2,535
+560
121
$624K 0.1%
60,450
-14,614
122
$617K 0.1%
13,160
-1,025
123
$583K 0.09%
16,000
124
$539K 0.09%
49,546
-5,310
125
$537K 0.09%
7,050
+500
3 4
5
6 7