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
$748M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$877K
3
+$767K
4
TU icon
Telus
TU
+$710K
5
ENB icon
Enbridge
ENB
+$706K

Top Sells

1
+$1.52M
2
+$313K
3
+$303K
4
CRM icon
Salesforce
CRM
+$238K
5
NFLX icon
Netflix
NFLX
+$229K

Sector Composition

1 Financials 36.76%
2 Energy 12.94%
3 Communication Services 9.13%
4 Technology 8.25%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$696K 0.09%
27,870
-5,025
102
$675K 0.09%
2,993
+86
103
$663K 0.09%
14,248
-377
104
$656K 0.09%
53,013
+2,200
105
$649K 0.09%
8,460
106
$642K 0.09%
4,225
107
$625K 0.08%
8,026
+236
108
$618K 0.08%
1,470
-90
109
$616K 0.08%
4,771
-674
110
$599K 0.08%
31,100
111
$577K 0.08%
28,538
-1,011
112
$575K 0.08%
18,070
+1,290
113
$556K 0.07%
21,451
+922
114
$536K 0.07%
2,565
-300
115
$520K 0.07%
1,630
+100
116
$499K 0.07%
2,400
-125
117
$499K 0.07%
8,300
+4,850
118
$494K 0.07%
9,370
+340
119
$487K 0.07%
7,698
+75
120
$481K 0.06%
2,753
-142
121
$476K 0.06%
4,450
122
$468K 0.06%
4,130
+700
123
$460K 0.06%
4,065
-235
124
$444K 0.06%
1,583
-514
125
$443K 0.06%
11,025
3 4
5
6 7