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
$963M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.46M
3
+$1.08M
4
OTEX icon
Open Text
OTEX
+$835K
5
RY icon
Royal Bank of Canada
RY
+$811K

Top Sells

1
+$4.14M
2
+$2.79M
3
+$1.58M
4
SU icon
Suncor Energy
SU
+$802K
5
ORAN
Orange
ORAN
+$637K

Sector Composition

1 Financials 30.95%
2 Healthcare 16.07%
3 Technology 11%
4 Energy 9.12%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$903K 0.09%
2,825
102
$883K 0.09%
3,925
103
$872K 0.09%
6,595
+600
104
$845K 0.09%
9,705
-20
105
$836K 0.09%
13,590
+110
106
$814K 0.08%
24,900
+2,200
107
$798K 0.08%
14,920
108
$764K 0.08%
5,850
109
$749K 0.08%
25,609
-93
110
$738K 0.08%
2,262
111
$702K 0.07%
24,064
+250
112
$691K 0.07%
1,550
+85
113
$688K 0.07%
7,150
-100
114
$685K 0.07%
62,650
-58,230
115
$662K 0.07%
8,460
-1,500
116
$655K 0.07%
17,372
117
$618K 0.06%
7,441
-416
118
$609K 0.06%
11,238
119
$581K 0.06%
8,500
+650
120
$580K 0.06%
2,915
-20
121
$579K 0.06%
1,385
+150
122
$561K 0.06%
7,843
123
$556K 0.06%
114,168
-7,804
124
$545K 0.06%
6,534
125
$533K 0.06%
10,550
+470
3 4
5
6 7