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
$536M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.08M
3
+$2.97M
4
IMO icon
Imperial Oil
IMO
+$1.37M
5
GLD icon
SPDR Gold Trust
GLD
+$394K

Top Sells

1
+$5.15M
2
+$2.63M
3
+$1.41M
4
BNS icon
Scotiabank
BNS
+$948K
5
RY icon
Royal Bank of Canada
RY
+$582K

Sector Composition

1 Financials 31.7%
2 Energy 11.72%
3 Healthcare 9.14%
4 Technology 9%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$355K 0.07%
8,519
-400
127
$334K 0.06%
3,700
+1,200
128
$327K 0.06%
12,160
-800
129
$308K 0.06%
58,900
-15,000
130
$299K 0.06%
13,500
131
$297K 0.06%
10,263
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132
$288K 0.05%
48,000
+9,200
133
$283K 0.05%
2,931
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134
$275K 0.05%
1,100
+100
135
$274K 0.05%
21,991
-648
136
$274K 0.05%
4,976
-157
137
$266K 0.05%
4,207
138
$258K 0.05%
21,575
-3,832
139
$257K 0.05%
3,026
140
$257K 0.05%
24,367
+10,412
141
$255K 0.05%
7,865
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142
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12,630
-1,947
143
$244K 0.05%
3,758
-50
144
$231K 0.04%
3,350
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145
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2,726
146
$222K 0.04%
3,730
-260
147
$219K 0.04%
46,483
-6,550
148
$219K 0.04%
5,500
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149
$218K 0.04%
+1,178
150
$211K 0.04%
+6,400
3 4 5
6
7