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
$601M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$955K
3
+$860K
4
BHP icon
BHP
BHP
+$750K
5
AGU
Agrium
AGU
+$510K

Top Sells

1
+$3.83M
2
+$3.3M
3
+$1.6M
4
CNI icon
Canadian National Railway
CNI
+$1.02M
5
WPM icon
Wheaton Precious Metals
WPM
+$773K

Sector Composition

1 Financials 33.41%
2 Energy 14.84%
3 Healthcare 8.56%
4 Technology 8.36%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$302K 0.05%
4,501
-3,207
152
$289K 0.05%
11,358
-637
153
$275K 0.05%
1,500
154
$272K 0.05%
14,360
155
$268K 0.04%
21,485
+9,111
156
$265K 0.04%
+6,475
157
$246K 0.04%
+1,225
158
$244K 0.04%
1,652
-298
159
$235K 0.04%
1,825
-1,000
160
$223K 0.04%
+3,026
161
$219K 0.04%
8,450
162
$217K 0.04%
3,000
163
$214K 0.04%
+2,145
164
$200K 0.03%
+3,928
165
$161K 0.03%
11,500
166
$155K 0.03%
4,689
-1,300
167
$151K 0.03%
16,595
+3,625
168
$87K 0.01%
10,000
169
$56K 0.01%
+24,000
170
$55K 0.01%
20,000
171
$38K 0.01%
19,700
172
$26K ﹤0.01%
77,000
173
– –
-11,500
174
– –
-29,245
175
– –
-531
4 5 6
7
8