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
$355M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$21.1M
3
+$13.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$11.3M
5
TRP icon
TC Energy
TRP
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 27.64%
2 Energy 15.78%
3 Communication Services 10.38%
4 Industrials 8.84%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$283K 0.08%
+9,835
127
$283K 0.08%
+6,266
128
$276K 0.08%
+4,335
129
$263K 0.07%
+3,438
130
$262K 0.07%
+6,300
131
$255K 0.07%
+4,531
132
$250K 0.07%
+4,900
133
$237K 0.07%
+4,230
134
$235K 0.07%
+10,000
135
$228K 0.06%
+9,288
136
$225K 0.06%
+8,200
137
$219K 0.06%
+3,750
138
$217K 0.06%
+2,500
139
$202K 0.06%
+13,100
140
$201K 0.06%
+4,706
141
$165K 0.05%
+14,091
142
$157K 0.04%
+11,500
143
$60K 0.02%
+20,700
144
$51K 0.01%
+10,101
145
$29K 0.01%
+15,700
146
$5K ﹤0.01%
+10,000
2 3 4 5
6