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
$695M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.12M
3
+$1.1M
4
GOLD
Randgold Resources Ltd
GOLD
+$920K
5
RY icon
Royal Bank of Canada
RY
+$869K

Top Sells

1
+$1.24M
2
+$802K
3
+$745K
4
CTSH icon
Cognizant
CTSH
+$484K
5
GS icon
Goldman Sachs
GS
+$475K

Sector Composition

1 Financials 37.03%
2 Energy 13.1%
3 Communication Services 8.45%
4 Industrials 8.29%
5 Technology 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$966K 0.14%
7,215
-1,000
102
$920K 0.13%
+11,125
103
$918K 0.13%
7,730
-675
104
$849K 0.12%
5,621
-5,313
105
$812K 0.12%
4,150
-900
106
$798K 0.11%
11,750
107
$780K 0.11%
9,400
+3,560
108
$725K 0.1%
7,100
-1,259
109
$723K 0.1%
58,089
-5,050
110
$690K 0.1%
+3,125
111
$686K 0.1%
29,400
112
$669K 0.1%
5,872
+1,050
113
$637K 0.09%
11,650
-1,169
114
$612K 0.09%
20,289
-2,925
115
$589K 0.08%
15,120
-475
116
$582K 0.08%
7,150
-1,525
117
$554K 0.08%
+9,207
118
$536K 0.08%
5,125
-125
119
$517K 0.07%
35,329
+13,225
120
$506K 0.07%
3,670
+2,120
121
$479K 0.07%
9,030
-6,838
122
$396K 0.06%
3,178
-385
123
$390K 0.06%
6,225
-515
124
$387K 0.06%
5,125
-50
125
$385K 0.06%
9,114
-893
3 4
5
6 7