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
$963M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.46M
3
+$1.08M
4
OTEX icon
Open Text
OTEX
+$835K
5
RY icon
Royal Bank of Canada
RY
+$811K

Top Sells

1
+$4.14M
2
+$2.79M
3
+$1.58M
4
SU icon
Suncor Energy
SU
+$802K
5
ORAN
Orange
ORAN
+$637K

Sector Composition

1 Financials 30.95%
2 Healthcare 16.07%
3 Technology 11%
4 Energy 9.12%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$522K 0.05%
12,036
-360
127
$516K 0.05%
9,785
+2,280
128
$513K 0.05%
11,025
129
$499K 0.05%
6,645
-250
130
$491K 0.05%
+34,200
131
$468K 0.05%
6,054
+65
132
$467K 0.05%
2,180
-40
133
$462K 0.05%
2,250
134
$443K 0.05%
2,000
135
$435K 0.05%
2,175
136
$427K 0.04%
+4,446
137
$422K 0.04%
7,750
+350
138
$415K 0.04%
7,050
139
$400K 0.04%
14,395
-1,120
140
$398K 0.04%
21,950
+400
141
$380K 0.04%
2,125
142
$364K 0.04%
7,741
143
$361K 0.04%
2,700
-1,955
144
$355K 0.04%
9,570
-25
145
$345K 0.04%
2,075
146
$310K 0.03%
2,232
147
$307K 0.03%
+6,088
148
$299K 0.03%
3,155
-555
149
$295K 0.03%
3,379
+86
150
$295K 0.03%
185
+50
4 5
6
7 8