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
$615M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$1.66M
3
+$1.6M
4
TD icon
Toronto Dominion Bank
TD
+$1.42M
5
RY icon
Royal Bank of Canada
RY
+$1.35M

Top Sells

1
+$4.33M
2
+$2.79M
3
+$2.24M
4
TRP icon
TC Energy
TRP
+$1.03M
5
RIO icon
Rio Tinto
RIO
+$645K

Sector Composition

1 Financials 32.42%
2 Energy 12.67%
3 Technology 9.03%
4 Healthcare 8.7%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$530K 0.09%
23,905
-3,100
127
$516K 0.08%
7,850
-400
128
$510K 0.08%
14,400
129
$504K 0.08%
9,773
-936
130
$481K 0.08%
11,195
-2,014
131
$474K 0.08%
5,245
132
$454K 0.07%
+3,825
133
$444K 0.07%
16,010
-7,252
134
$439K 0.07%
3,644
+55
135
$438K 0.07%
6,466
-477
136
$427K 0.07%
4,463
-109
137
$418K 0.07%
2,575
+20
138
$398K 0.06%
2,402
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139
$390K 0.06%
6,995
+110
140
$386K 0.06%
28,015
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141
$378K 0.06%
48,370
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142
$370K 0.06%
12,350
-2,025
143
$365K 0.06%
7,550
144
$357K 0.06%
3,495
-1,425
145
$357K 0.06%
184,382
+39,992
146
$347K 0.06%
6,025
+50
147
$340K 0.06%
+6,000
148
$336K 0.05%
13,705
+2,347
149
$329K 0.05%
+12,000
150
$321K 0.05%
9,069
-497
4 5
6
7 8