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
$876M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$5.4M
3
+$1.54M
4
RY icon
Royal Bank of Canada
RY
+$1.41M
5
ENB icon
Enbridge
ENB
+$1.35M

Top Sells

1
+$4.06M
2
+$1.51M
3
+$1.15M
4
GS icon
Goldman Sachs
GS
+$569K
5
F icon
Ford
F
+$518K

Sector Composition

1 Financials 36.14%
2 Technology 11.7%
3 Energy 8.86%
4 Healthcare 8.42%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$493K 0.06%
28,185
-2,565
127
$490K 0.06%
123,671
-26,505
128
$474K 0.05%
2,485
+650
129
$469K 0.05%
7,640
+225
130
$457K 0.05%
11,451
+1,250
131
$453K 0.05%
7,850
-735
132
$443K 0.05%
5,679
+25
133
$440K 0.05%
1,050
-5
134
$413K 0.05%
7,843
135
$412K 0.05%
6,320
-835
136
$400K 0.05%
+2,900
137
$397K 0.05%
2,075
138
$396K 0.05%
8,146
-639
139
$392K 0.04%
+3,450
140
$390K 0.04%
18,820
+2,200
141
$387K 0.04%
3,365
-655
142
$364K 0.04%
44,150
-9,350
143
$362K 0.04%
11,195
144
$348K 0.04%
11,710
-5,490
145
$343K 0.04%
+4,159
146
$329K 0.04%
1,483
+54
147
$325K 0.04%
2,125
+125
148
$302K 0.03%
2,225
-375
149
$298K 0.03%
2,201
150
$295K 0.03%
3,935
-324
4 5
6
7 8