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
-$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$441K
2
+$387K
3
+$313K
4
ENB icon
Enbridge
ENB
+$296K
5
IMO icon
Imperial Oil
IMO
+$286K

Top Sells

1
+$470K
2
+$426K
3
+$426K
4
MCD icon
McDonald's
MCD
+$422K
5
RY icon
Royal Bank of Canada
RY
+$383K

Sector Composition

1 Financials 37.04%
2 Energy 10.96%
3 Technology 8.65%
4 Communication Services 8.54%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$780K 0.11%
8,700
-700
102
$769K 0.11%
251,332
+58,150
103
$729K 0.1%
3,675
104
$707K 0.1%
12,118
-23
105
$665K 0.1%
33,685
+19,610
106
$647K 0.09%
15,415
-375
107
$615K 0.09%
26,150
108
$602K 0.09%
4,205
-2,525
109
$602K 0.09%
5,322
-400
110
$600K 0.09%
12,000
+2,140
111
$558K 0.08%
5,125
-303
112
$494K 0.07%
46,639
-6,950
113
$489K 0.07%
15,625
-950
114
$487K 0.07%
2,950
+75
115
$478K 0.07%
8,250
-74
116
$458K 0.07%
18,591
+3,500
117
$451K 0.06%
4,025
-355
118
$427K 0.06%
34,254
+400
119
$421K 0.06%
7,700
120
$403K 0.06%
16,000
121
$396K 0.06%
3,565
+1,285
122
$379K 0.05%
5,669
123
$371K 0.05%
4,415
-360
124
$369K 0.05%
8,486
-1,247
125
$365K 0.05%
16,250
3 4
5
6 7