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
$663M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$1.15M
4
TD icon
Toronto Dominion Bank
TD
+$982K
5
LYB icon
LyondellBasell Industries
LYB
+$837K

Top Sells

1
+$2.11M
2
+$1.1M
3
+$735K
4
BABA icon
Alibaba
BABA
+$705K
5
AGU
Agrium
AGU
+$480K

Sector Composition

1 Financials 32.25%
2 Energy 13.6%
3 Healthcare 9.05%
4 Technology 8.52%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$568K 0.09%
16,000
127
$551K 0.08%
23,405
-500
128
$549K 0.08%
4,166
+522
129
$541K 0.08%
12,100
-2,300
130
$508K 0.08%
47,470
-900
131
$496K 0.07%
9,951
-1,244
132
$496K 0.07%
8,875
-898
133
$494K 0.07%
7,400
-450
134
$493K 0.07%
13,378
-2,632
135
$474K 0.07%
2,575
136
$471K 0.07%
6,450
-600
137
$470K 0.07%
4,795
-450
138
$439K 0.07%
+17,900
139
$438K 0.07%
+3,875
140
$418K 0.06%
3,845
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141
$411K 0.06%
6,466
142
$399K 0.06%
2,402
143
$394K 0.06%
4,400
-63
144
$387K 0.06%
6,570
-425
145
$387K 0.06%
6,000
146
$385K 0.06%
13,360
147
$379K 0.06%
9,130
+61
148
$379K 0.06%
7,250
-300
149
$376K 0.06%
6,025
150
$370K 0.06%
11,100
-1,250
4 5
6
7 8