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
$511M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.33M
3
+$2.13M
4
BNS icon
Scotiabank
BNS
+$2.11M
5
BN icon
Brookfield
BN
+$1.02M

Top Sells

1
+$3.1M
2
+$2.25M
3
+$1.27M
4
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
+$1.03M
5
TD icon
Toronto Dominion Bank
TD
+$836K

Sector Composition

1 Financials 33.47%
2 Energy 13.19%
3 Technology 8.58%
4 Industrials 8.52%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$276K 0.05%
6,200
152
$266K 0.05%
4,567
153
$265K 0.05%
5,125
154
$257K 0.05%
+2,400
155
$256K 0.05%
6,180
156
$255K 0.05%
3,250
-450
157
$234K 0.05%
+7,800
158
$233K 0.05%
14,360
+460
159
$229K 0.04%
+4,600
160
$228K 0.04%
11,391
-19,366
161
$221K 0.04%
9,695
-3,323
162
$220K 0.04%
+1,500
163
$219K 0.04%
+3,575
164
$216K 0.04%
+4,599
165
$214K 0.04%
+4,975
166
$209K 0.04%
8,450
+2,500
167
$208K 0.04%
3,613
-705
168
$177K 0.03%
11,500
169
$156K 0.03%
+14,000
170
$68K 0.01%
20,700
171
$43K 0.01%
77,000
-25,500
172
$36K 0.01%
16,700
173
$9K ﹤0.01%
10,000
174
– –
-10,500
175
– –
-10,264
4 5 6
7
8