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
$749M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$893K
3
+$655K
4
BNS icon
Scotiabank
BNS
+$640K
5
CNQ icon
Canadian Natural Resources
CNQ
+$634K

Top Sells

1
+$2.54M
2
+$2.29M
3
+$2.08M
4
BCE icon
BCE
BCE
+$1.52M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.1M

Sector Composition

1 Financials 36.75%
2 Energy 13.84%
3 Communication Services 8.7%
4 Technology 8.69%
5 Healthcare 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$746K 0.1%
4,225
-450
102
$724K 0.1%
5,467
-228
103
$715K 0.1%
8,460
-100
104
$656K 0.09%
56,050
+8,175
105
$638K 0.09%
3,578
-325
106
$636K 0.09%
22,650
107
$623K 0.08%
32,350
-107,750
108
$619K 0.08%
11,763
+2,898
109
$599K 0.08%
11,025
-250
110
$589K 0.08%
14,955
+1,480
111
$577K 0.08%
2,807
-15
112
$554K 0.07%
+6,600
113
$543K 0.07%
8,243
114
$542K 0.07%
19,854
+1,000
115
$529K 0.07%
5,564
-160
116
$525K 0.07%
2,915
-635
117
$522K 0.07%
43,493
-1,000
118
$513K 0.07%
4,450
-90
119
$512K 0.07%
7,683
+646
120
$494K 0.07%
9,924
+259
121
$492K 0.07%
7,051
+917
122
$488K 0.07%
4,495
-610
123
$468K 0.06%
6,006
-2,584
124
$461K 0.06%
9,030
-465
125
$441K 0.06%
2,500
+125
3 4
5
6 7