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
-$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$441K
2
+$387K
3
+$313K
4
ENB icon
Enbridge
ENB
+$296K
5
IMO icon
Imperial Oil
IMO
+$286K

Top Sells

1
+$470K
2
+$426K
3
+$426K
4
MCD icon
McDonald's
MCD
+$422K
5
RY icon
Royal Bank of Canada
RY
+$383K

Sector Composition

1 Financials 37.04%
2 Energy 10.96%
3 Technology 8.65%
4 Communication Services 8.54%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$354K 0.05%
2,285
-483
127
$353K 0.05%
2,747
-558
128
$343K 0.05%
5,202
+550
129
$339K 0.05%
2,750
-300
130
$336K 0.05%
40,583
+17,200
131
$329K 0.05%
6,175
-1,144
132
$312K 0.04%
48,950
-3,425
133
$311K 0.04%
6,103
+1,430
134
$308K 0.04%
15,414
+650
135
$300K 0.04%
18,415
+5,085
136
$295K 0.04%
5,215
137
$273K 0.04%
2,175
-708
138
$271K 0.04%
4,885
-125
139
$254K 0.04%
2,500
140
$253K 0.04%
6,645
-101
141
$249K 0.04%
8,000
142
$245K 0.04%
5,830
143
$242K 0.03%
3,105
-200
144
$234K 0.03%
3,000
-1,775
145
$233K 0.03%
2,015
146
$229K 0.03%
1,700
147
$228K 0.03%
2,760
-550
148
$227K 0.03%
4,567
-2,058
149
$221K 0.03%
17,750
+3,160
150
$218K 0.03%
7,089
-118
3 4 5
6
7