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
$511M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.33M
3
+$2.13M
4
BNS icon
Scotiabank
BNS
+$2.11M
5
BN icon
Brookfield
BN
+$1.02M

Top Sells

1
+$3.1M
2
+$2.25M
3
+$1.27M
4
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
+$1.03M
5
TD icon
Toronto Dominion Bank
TD
+$836K

Sector Composition

1 Financials 33.47%
2 Energy 13.19%
3 Technology 8.58%
4 Industrials 8.52%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$527K 0.1%
14,325
-175
127
$517K 0.1%
9,750
128
$496K 0.1%
3,575
-500
129
$490K 0.1%
21,050
-910
130
$483K 0.09%
8,535
131
$481K 0.09%
+24,340
132
$448K 0.09%
6,150
-175
133
$445K 0.09%
8,400
-300
134
$444K 0.09%
12,700
135
$428K 0.08%
3,401
+417
136
$423K 0.08%
16,396
+9,322
137
$397K 0.08%
16,585
+5,775
138
$383K 0.08%
13,500
139
$368K 0.07%
4,685
+150
140
$363K 0.07%
33,600
-3,300
141
$355K 0.07%
103,552
-37,300
142
$347K 0.07%
10,700
143
$340K 0.07%
16,000
144
$337K 0.07%
85,675
-13,575
145
$329K 0.06%
3,585
-2,725
146
$326K 0.06%
5,325
147
$319K 0.06%
6,419
148
$316K 0.06%
27,300
+495
149
$313K 0.06%
4,708
+97
150
$281K 0.06%
3,547
+109
4 5
6
7 8