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
$685M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.21M
3
+$1.24M
4
SU icon
Suncor Energy
SU
+$958K
5
RY icon
Royal Bank of Canada
RY
+$726K

Top Sells

1
+$1.36M
2
+$796K
3
+$683K
4
BUD icon
AB InBev
BUD
+$577K
5
SLF icon
Sun Life Financial
SLF
+$521K

Sector Composition

1 Financials 36.6%
2 Energy 13.2%
3 Communication Services 9.03%
4 Technology 8.26%
5 Healthcare 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$655K 0.1%
8,513
102
$645K 0.09%
4,925
+2,050
103
$641K 0.09%
12,455
-775
104
$640K 0.09%
+5,695
105
$640K 0.09%
22,650
106
$625K 0.09%
14,475
+150
107
$624K 0.09%
8,590
+3,615
108
$602K 0.09%
5,467
-405
109
$596K 0.09%
8,560
-200
110
$579K 0.08%
8,865
+5,280
111
$575K 0.08%
+47,875
112
$567K 0.08%
3,903
+522
113
$560K 0.08%
3,550
+565
114
$544K 0.08%
11,275
115
$541K 0.08%
8,243
-100
116
$533K 0.08%
44,493
+6,500
117
$521K 0.08%
4,540
-175
118
$508K 0.07%
18,854
-920
119
$505K 0.07%
2,822
+1,505
120
$496K 0.07%
+5,105
121
$486K 0.07%
5,724
+1,445
122
$459K 0.07%
17,410
+203
123
$459K 0.07%
13,475
+2,900
124
$432K 0.06%
9,495
+850
125
$429K 0.06%
6,134
+79
3 4
5
6 7