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
$959M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$2.25M
3
+$1.79M
4
WAT icon
Waters Corp
WAT
+$1.77M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.38M

Top Sells

1
+$5.8M
2
+$3.56M
3
+$2.07M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.86M
5
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$1.71M

Sector Composition

1 Financials 33.36%
2 Energy 11.87%
3 Healthcare 9.28%
4 Technology 9.08%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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17,551
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127
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139
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140
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146
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147
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148
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149
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150
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