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
$557M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.89M
3
+$956K
4
BNS icon
Scotiabank
BNS
+$844K
5
RY icon
Royal Bank of Canada
RY
+$636K

Top Sells

1
+$2.86M
2
+$1.85M
3
+$1.37M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$563K
5
HD icon
Home Depot
HD
+$447K

Sector Composition

1 Financials 32.72%
2 Energy 11.93%
3 Technology 10%
4 Industrials 8.62%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$814K 0.15%
15,868
-400
102
$811K 0.15%
8,359
-51
103
$794K 0.14%
5,050
-600
104
$780K 0.14%
11,750
-900
105
$762K 0.14%
12,819
+125
106
$740K 0.13%
167,291
-21,391
107
$737K 0.13%
8,675
-1,705
108
$727K 0.13%
23,214
-161
109
$539K 0.1%
29,400
110
$512K 0.09%
3,115
+325
111
$484K 0.09%
9,681
+681
112
$481K 0.09%
15,595
+1,550
113
$469K 0.08%
63,139
-4,000
114
$442K 0.08%
5,250
-100
115
$429K 0.08%
4,822
+1,122
116
$417K 0.07%
5,175
-925
117
$410K 0.07%
4,000
+50
118
$397K 0.07%
3,563
-185
119
$387K 0.07%
10,007
-210
120
$372K 0.07%
+5,840
121
$370K 0.07%
3,695
+969
122
$364K 0.07%
6,502
-2,450
123
$351K 0.06%
8,194
-325
124
$344K 0.06%
24,220
+11,590
125
$338K 0.06%
3,473
-452
3 4
5
6 7