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
$879M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.54M
3
+$2.45M
4
BNS icon
Scotiabank
BNS
+$2.06M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.77M

Top Sells

1
+$2.72M
2
+$1.38M
3
+$1.35M
4
FNV icon
Franco-Nevada
FNV
+$1.11M
5
BN icon
Brookfield
BN
+$919K

Sector Composition

1 Financials 32.27%
2 Energy 12.09%
3 Technology 10.61%
4 Healthcare 10.29%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$430K 0.05%
+7,050
127
$430K 0.05%
10,020
-50
128
$414K 0.05%
1,710
+377
129
$414K 0.05%
+11,525
130
$407K 0.05%
5,504
-836
131
$395K 0.04%
10,900
-20
132
$378K 0.04%
+1,980
133
$363K 0.04%
2,441
+59
134
$363K 0.04%
3,376
+800
135
$361K 0.04%
5,800
-1,000
136
$349K 0.04%
3,250
137
$343K 0.04%
48,649
-1,050
138
$328K 0.04%
6,455
-235
139
$325K 0.04%
+3,321
140
$321K 0.04%
1,037
141
$310K 0.04%
8,897
142
$309K 0.04%
6,783
+239
143
$300K 0.03%
+3,500
144
$291K 0.03%
9,235
+1,900
145
$287K 0.03%
3,815
-5
146
$280K 0.03%
15,661
-764
147
$258K 0.03%
750
+125
148
$248K 0.03%
2,325
149
$245K 0.03%
338
-212
150
$240K 0.03%
1,150
3 4 5
6
7