GCA
Guardian Capital Advisors Portfolio holdings
AUM
$1.02B
This Quarter Return
+4.5%
1 Year Return
+25.29%
3 Year Return
+26.14%
5 Year Return
+60.87%
10 Year Return
+106.58%
AUM
$976M
AUM Growth
+$976M
(+11%)
Cap. Flow
+$89.3M
Cap. Flow
% of AUM
9.15%
Top 10 Holdings %
Top 10 Hldgs %
39.88%
Holding
180
New
9
Increased
82
Reduced
60
Closed
8
Top Buys
| 1 |
AbCellera Biologics
ABCL
|
$81.4M |
| 2 |
Fortis
FTS
|
$2.83M |
| 3 |
Apple
AAPL
|
$1.33M |
| 4 |
Cleveland-Cliffs
CLF
|
$1.05M |
| 5 |
Costco
COST
|
$713K |
Top Sells
| 1 |
BCE
BCE
|
$2.94M |
| 2 |
ORAN
Orange
ORAN
|
$871K |
| 3 |
Unilever
UL
|
$774K |
| 4 |
Oracle
ORCL
|
$735K |
| 5 |
Qualcomm
QCOM
|
$591K |
Sector Composition
| 1 | Financials | 30.51% |
| 2 | Healthcare | 16.52% |
| 3 | Technology | 11.04% |
| 4 | Energy | 8.9% |
| 5 | Communication Services | 7.17% |
