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
$749M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$893K
3
+$655K
4
BNS icon
Scotiabank
BNS
+$640K
5
CNQ icon
Canadian Natural Resources
CNQ
+$634K

Top Sells

1
+$2.54M
2
+$2.29M
3
+$2.08M
4
BCE icon
BCE
BCE
+$1.52M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.1M

Sector Composition

1 Financials 36.75%
2 Energy 13.84%
3 Communication Services 8.7%
4 Technology 8.69%
5 Healthcare 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$437K 0.06%
14,557
-2,853
127
$427K 0.06%
7,350
128
$404K 0.05%
+1,530
129
$394K 0.05%
3,795
130
$389K 0.05%
+1,254
131
$386K 0.05%
8,513
132
$376K 0.05%
9,460
-1,485
133
$370K 0.05%
2,275
-2,650
134
$341K 0.05%
9,950
+700
135
$335K 0.04%
1,625
136
$324K 0.04%
20,564
-10,225
137
$319K 0.04%
7,050
138
$305K 0.04%
6,700
139
$301K 0.04%
1,130
-4,125
140
$274K 0.04%
4,938
-18,562
141
$266K 0.04%
5,225
-250
142
$261K 0.03%
2,960
+150
143
$242K 0.03%
+690
144
$239K 0.03%
+1,530
145
$231K 0.03%
+2,182
146
$225K 0.03%
+624
147
$224K 0.03%
+5,285
148
$223K 0.03%
4,373
149
$221K 0.03%
+8,400
150
$218K 0.03%
+4,983
3 4 5
6
7