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
$601M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$955K
3
+$860K
4
BHP icon
BHP
BHP
+$750K
5
AGU
Agrium
AGU
+$510K

Top Sells

1
+$3.83M
2
+$3.3M
3
+$1.6M
4
CNI icon
Canadian National Railway
CNI
+$1.02M
5
WPM icon
Wheaton Precious Metals
WPM
+$773K

Sector Composition

1 Financials 33.41%
2 Energy 14.84%
3 Healthcare 8.56%
4 Technology 8.36%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$494K 0.08%
91,006
+357
127
$481K 0.08%
5,245
+375
128
$455K 0.08%
2,380
129
$452K 0.08%
4,920
+65
130
$452K 0.08%
3,589
+292
131
$443K 0.07%
151,800
+1,875
132
$434K 0.07%
8,250
-1,500
133
$434K 0.07%
1,975
+100
134
$431K 0.07%
6,350
-2,000
135
$428K 0.07%
6,943
136
$426K 0.07%
14,400
+50
137
$423K 0.07%
16,000
138
$411K 0.07%
9,925
-73
139
$408K 0.07%
5,975
+175
140
$400K 0.07%
4,572
141
$397K 0.07%
6,550
+150
142
$392K 0.07%
6,885
+50
143
$376K 0.06%
9,566
+1,528
144
$359K 0.06%
2,555
+350
145
$358K 0.06%
14,375
-2,300
146
$353K 0.06%
2,600
147
$337K 0.06%
4,940
+750
148
$325K 0.05%
7,550
149
$323K 0.05%
28,560
-1,540
150
$305K 0.05%
33,600
+8,000
4 5
6
7 8