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
$879M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.54M
3
+$2.45M
4
BNS icon
Scotiabank
BNS
+$2.06M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.77M

Top Sells

1
+$2.72M
2
+$1.38M
3
+$1.35M
4
FNV icon
Franco-Nevada
FNV
+$1.11M
5
BN icon
Brookfield
BN
+$919K

Sector Composition

1 Financials 32.27%
2 Energy 12.09%
3 Technology 10.61%
4 Healthcare 10.29%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$832K 0.09%
7,150
-1,850
102
$825K 0.09%
+7,315
103
$815K 0.09%
+4,250
104
$814K 0.09%
+3,750
105
$756K 0.09%
271
-50
106
$720K 0.08%
20,235
-590
107
$700K 0.08%
6,879
-1,100
108
$667K 0.08%
2,101
+710
109
$608K 0.07%
17,907
-7,585
110
$604K 0.07%
6,100
-500
111
$589K 0.07%
7,833
+250
112
$587K 0.07%
5,568
-210
113
$580K 0.07%
+1,102
114
$567K 0.06%
2,260
-250
115
$560K 0.06%
+7,750
116
$552K 0.06%
+6,306
117
$538K 0.06%
8,400
-14,100
118
$517K 0.06%
10,142
119
$516K 0.06%
17,580
+1,060
120
$512K 0.06%
2,275
+50
121
$510K 0.06%
16,415
-4,917
122
$493K 0.06%
3,770
-978
123
$470K 0.05%
1,760
+15
124
$452K 0.05%
9,900
-1,000
125
$439K 0.05%
1,975
3 4
5
6 7