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
$663M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$1.15M
4
TD icon
Toronto Dominion Bank
TD
+$982K
5
LYB icon
LyondellBasell Industries
LYB
+$837K

Top Sells

1
+$2.11M
2
+$1.1M
3
+$735K
4
BABA icon
Alibaba
BABA
+$705K
5
AGU
Agrium
AGU
+$480K

Sector Composition

1 Financials 32.25%
2 Energy 13.6%
3 Healthcare 9.05%
4 Technology 8.52%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.05M 0.16%
10,555
+870
102
$1.04M 0.16%
11,900
-785
103
$1M 0.15%
7,725
+3,900
104
$997K 0.15%
45,184
105
$983K 0.15%
16,800
-850
106
$936K 0.14%
32,613
+4,750
107
$924K 0.14%
27,550
-1,800
108
$889K 0.13%
63,589
+3,139
109
$866K 0.13%
7,920
-870
110
$857K 0.13%
14,078
-236
111
$840K 0.13%
23,620
-8,450
112
$830K 0.13%
4,000
113
$784K 0.12%
17,725
-5,400
114
$781K 0.12%
19,300
115
$752K 0.11%
5,690
-880
116
$732K 0.11%
8,690
-1,000
117
$731K 0.11%
2,695
+160
118
$719K 0.11%
9,161
+4,710
119
$712K 0.11%
18,175
+1,883
120
$691K 0.1%
12,750
121
$685K 0.1%
6,940
-510
122
$650K 0.1%
6,415
-1,610
123
$589K 0.09%
11,350
-1,810
124
$584K 0.09%
49,546
125
$578K 0.09%
236,514
+52,132
3 4
5
6 7