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
$1.03B
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$1.4M
3 +$1.04M
4
ACN icon
Accenture
ACN
+$1.04M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$912K

Top Sells

1 +$7.67M
2 +$1.44M
3 +$1.41M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
BA icon
Boeing
BA
+$1.27M

Sector Composition

1 Financials 31.49%
2 Healthcare 12.35%
3 Energy 12.14%
4 Technology 9.5%
5 Communication Services 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$499K 0.05%
+9,864
127
$475K 0.05%
2,220
+8
128
$470K 0.05%
1,535
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129
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130
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131
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132
$417K 0.04%
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133
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134
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+1,316
135
$412K 0.04%
8,119
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136
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3,400
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137
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138
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139
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140
$335K 0.03%
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141
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142
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143
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144
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3,705
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145
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146
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147
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148
$273K 0.03%
7,717
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149
$273K 0.03%
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150
$271K 0.03%
2,050