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
$557M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.89M
3
+$956K
4
BNS icon
Scotiabank
BNS
+$844K
5
RY icon
Royal Bank of Canada
RY
+$636K

Top Sells

1
+$2.86M
2
+$1.85M
3
+$1.37M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$563K
5
HD icon
Home Depot
HD
+$447K

Sector Composition

1 Financials 32.72%
2 Energy 11.93%
3 Technology 10%
4 Industrials 8.62%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.06%
4,055
-1,100
127
$327K 0.06%
4,000
+650
128
$324K 0.06%
8,090
+225
129
$305K 0.05%
21,250
-325
130
$295K 0.05%
+6,029
131
$293K 0.05%
39,350
-8,650
132
$289K 0.05%
9,847
-416
133
$286K 0.05%
12,200
-7,750
134
$280K 0.05%
13,500
135
$279K 0.05%
4,766
-210
136
$247K 0.04%
3,470
-260
137
$244K 0.04%
+6,740
138
$243K 0.04%
2,015
-1,010
139
$221K 0.04%
22,104
-2,263
140
$221K 0.04%
1,378
+200
141
$214K 0.04%
+2,050
142
$214K 0.04%
9,000
-4,500
143
$212K 0.04%
2,555
-190
144
$208K 0.04%
+2,557
145
$206K 0.04%
12,878
-9,113
146
$204K 0.04%
+1,550
147
$204K 0.04%
2,793
-965
148
$201K 0.04%
45,900
-13,000
149
$195K 0.04%
28,600
150
$190K 0.03%
8,000
3 4 5
6
7