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
$415M
AUM Growth
-$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$711K
3
+$469K
4
TD icon
Toronto Dominion Bank
TD
+$331K
5
RY icon
Royal Bank of Canada
RY
+$295K

Top Sells

1
+$2.66M
2
+$1.11M
3
+$911K
4
HD icon
Home Depot
HD
+$759K
5
BN icon
Brookfield
BN
+$742K

Sector Composition

1 Financials 34.24%
2 Communication Services 10.3%
3 Energy 10.25%
4 Technology 9.86%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$338K 0.08%
21,902
-400
102
$336K 0.08%
4,174
+494
103
$335K 0.08%
23,287
-1,558
104
$325K 0.08%
10,740
-460
105
$299K 0.07%
8,032
+532
106
$297K 0.07%
2,542
-75
107
$291K 0.07%
11,025
108
$287K 0.07%
18,120
109
$282K 0.07%
2,517
+116
110
$281K 0.07%
30,700
111
$272K 0.07%
7,568
+15
112
$265K 0.06%
4,961
+1,190
113
$258K 0.06%
6,700
114
$245K 0.06%
7,180
-940
115
$239K 0.06%
4,660
+680
116
$237K 0.06%
123,754
-15,168
117
$231K 0.06%
+6,030
118
$221K 0.05%
2,052
+226
119
$205K 0.05%
28,240
-240
120
$195K 0.05%
58,450
-29,700
121
$194K 0.05%
30,959
+2,018
122
$178K 0.04%
241,003
-18,386
123
$158K 0.04%
22,950
-375
124
$151K 0.04%
10,869
-1,310
125
$128K 0.03%
7,916
3 4
5
6 7