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
$1.03B
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.4M
3
+$1.04M
4
ACN icon
Accenture
ACN
+$1.04M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$912K

Top Sells

1
+$7.67M
2
+$1.44M
3
+$1.41M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
BA icon
Boeing
BA
+$1.27M

Sector Composition

1 Financials 31.49%
2 Healthcare 12.35%
3 Energy 12.14%
4 Technology 9.5%
5 Communication Services 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.11%
19,430
+14,630
102
$971K 0.09%
4,525
+1,810
103
$951K 0.09%
23,581
+7,839
104
$925K 0.09%
424
+239
105
$921K 0.09%
1,958
+95
106
$888K 0.09%
14,869
+8
107
$797K 0.08%
7,793
+200
108
$719K 0.07%
17,700
+7,100
109
$718K 0.07%
3,760
+1,380
110
$706K 0.07%
8,796
111
$676K 0.07%
6,731
-419
112
$630K 0.06%
41,000
+5,200
113
$620K 0.06%
19,839
-1,015
114
$608K 0.06%
7,102
-129
115
$605K 0.06%
11,025
116
$572K 0.06%
2,300
+100
117
$560K 0.05%
6,862
-15,312
118
$558K 0.05%
10,765
+100
119
$547K 0.05%
75,774
120
$540K 0.05%
7,050
121
$538K 0.05%
44,740
-9,910
122
$521K 0.05%
12,920
-2,000
123
$514K 0.05%
2,225
+50
124
$505K 0.05%
4,950
-2,310
125
$504K 0.05%
12,878
+492
3 4
5
6 7