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
$538M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.26M
3
+$985K
4
GE icon
GE Aerospace
GE
+$904K
5
TU icon
Telus
TU
+$651K

Top Sells

1
+$1.08M
2
+$650K
3
+$589K
4
GS icon
Goldman Sachs
GS
+$494K
5
OXY icon
Occidental Petroleum
OXY
+$476K

Sector Composition

1 Financials 32.91%
2 Energy 11.42%
3 Technology 9.29%
4 Communication Services 9.01%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$329K 0.06%
5,500
127
$326K 0.06%
68,489
+3,000
128
$321K 0.06%
3,650
+390
129
$319K 0.06%
8,566
+1,346
130
$308K 0.06%
22,639
-7,890
131
$306K 0.06%
3,808
-312
132
$302K 0.06%
38,800
+2,400
133
$294K 0.05%
13,500
134
$287K 0.05%
6,075
135
$285K 0.05%
25,407
+13,432
136
$275K 0.05%
3,990
-550
137
$271K 0.05%
11,095
-4,635
138
$268K 0.05%
2,806
-350
139
$267K 0.05%
5,133
+183
140
$251K 0.05%
+3,050
141
$245K 0.05%
+2,726
142
$244K 0.05%
4,207
-800
143
$239K 0.04%
14,577
+1,647
144
$236K 0.04%
3,020
-300
145
$225K 0.04%
3,026
146
$223K 0.04%
1,000
147
$220K 0.04%
2,945
-100
148
$220K 0.04%
+2,500
149
$218K 0.04%
7,163
-1,912
150
$215K 0.04%
5,000
4 5
6
7 8