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
$695M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.12M
3
+$1.1M
4
GOLD
Randgold Resources Ltd
GOLD
+$920K
5
RY icon
Royal Bank of Canada
RY
+$869K

Top Sells

1
+$1.24M
2
+$802K
3
+$745K
4
CTSH icon
Cognizant
CTSH
+$484K
5
GS icon
Goldman Sachs
GS
+$475K

Sector Composition

1 Financials 37.03%
2 Energy 13.1%
3 Communication Services 8.45%
4 Industrials 8.29%
5 Technology 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$379K 0.05%
7,844
-350
127
$377K 0.05%
7,865
-225
128
$364K 0.05%
+3,350
129
$363K 0.05%
13,500
130
$362K 0.05%
5,504
-525
131
$355K 0.05%
+6,950
132
$354K 0.05%
3,050
-950
133
$353K 0.05%
4,255
+200
134
$344K 0.05%
14,150
+1,950
135
$331K 0.05%
17,750
-3,500
136
$307K 0.04%
3,470
137
$304K 0.04%
13,391
+513
138
$295K 0.04%
2,755
-940
139
$293K 0.04%
+12,714
140
$289K 0.04%
30,750
-8,600
141
$285K 0.04%
8,620
-1,227
142
$281K 0.04%
+4,660
143
$278K 0.04%
1,150
-1,965
144
$276K 0.04%
4,652
-1,850
145
$272K 0.04%
4,744
-22
146
$269K 0.04%
2,555
147
$260K 0.04%
+4,625
148
$258K 0.04%
+2,500
149
$255K 0.04%
13,030
-11,190
150
$249K 0.04%
8,000
4 5
6
7 8