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
$876M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$5.4M
3
+$1.54M
4
RY icon
Royal Bank of Canada
RY
+$1.41M
5
ENB icon
Enbridge
ENB
+$1.35M

Top Sells

1
+$4.06M
2
+$1.51M
3
+$1.15M
4
GS icon
Goldman Sachs
GS
+$569K
5
F icon
Ford
F
+$518K

Sector Composition

1 Financials 36.14%
2 Technology 11.7%
3 Energy 8.86%
4 Healthcare 8.42%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$804K 0.09%
2,825
102
$796K 0.09%
17,372
-1,017
103
$746K 0.09%
45,853
-1,575
104
$732K 0.08%
4,000
-60
105
$724K 0.08%
92,205
-2,154
106
$706K 0.08%
7,750
-100
107
$688K 0.08%
+10,665
108
$673K 0.08%
2,222
-190
109
$671K 0.08%
25,221
+2,700
110
$666K 0.08%
5,750
+1,900
111
$661K 0.08%
1,235
-10
112
$654K 0.07%
25,702
+1,558
113
$641K 0.07%
24,482
-1,100
114
$613K 0.07%
8,407
+215
115
$603K 0.07%
11,738
-200
116
$603K 0.07%
5,635
+250
117
$599K 0.07%
9,960
+960
118
$593K 0.07%
7,850
+1,300
119
$584K 0.07%
9,150
+2,150
120
$568K 0.06%
4,330
-2,000
121
$566K 0.06%
11,025
122
$533K 0.06%
2,325
123
$529K 0.06%
+1,100
124
$528K 0.06%
6,645
+1,072
125
$501K 0.06%
2,250
3 4
5
6 7