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
$536M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.08M
3
+$2.97M
4
IMO icon
Imperial Oil
IMO
+$1.37M
5
GLD icon
SPDR Gold Trust
GLD
+$394K

Top Sells

1
+$5.15M
2
+$2.63M
3
+$1.41M
4
BNS icon
Scotiabank
BNS
+$948K
5
RY icon
Royal Bank of Canada
RY
+$582K

Sector Composition

1 Financials 31.7%
2 Energy 11.72%
3 Healthcare 9.14%
4 Technology 9%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$810K 0.15%
316,122
-11,831
102
$781K 0.15%
26,960
+10,560
103
$771K 0.14%
13,023
+605
104
$757K 0.14%
22,468
-472
105
$721K 0.13%
12,650
106
$718K 0.13%
8,410
107
$666K 0.12%
23,375
-150
108
$660K 0.12%
47,853
-255
109
$642K 0.12%
12,694
+50
110
$498K 0.09%
19,950
-4,500
111
$494K 0.09%
9,000
+300
112
$481K 0.09%
6,100
-200
113
$464K 0.09%
8,952
-3,405
114
$447K 0.08%
29,400
115
$439K 0.08%
10,217
116
$439K 0.08%
3,748
-600
117
$434K 0.08%
67,139
-1,350
118
$420K 0.08%
5,155
-50
119
$406K 0.08%
2,790
-1,525
120
$394K 0.07%
+3,025
121
$386K 0.07%
3,925
+250
122
$379K 0.07%
3,950
+300
123
$373K 0.07%
13,500
124
$367K 0.07%
14,045
+7,080
125
$364K 0.07%
5,350
-325
3 4
5
6 7