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
$615M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$1.66M
3
+$1.6M
4
TD icon
Toronto Dominion Bank
TD
+$1.42M
5
RY icon
Royal Bank of Canada
RY
+$1.35M

Top Sells

1
+$4.33M
2
+$2.79M
3
+$2.24M
4
TRP icon
TC Energy
TRP
+$1.03M
5
RIO icon
Rio Tinto
RIO
+$645K

Sector Composition

1 Financials 32.42%
2 Energy 12.67%
3 Technology 9.03%
4 Healthcare 8.7%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$308K 0.05%
13,360
-1,000
152
$295K 0.05%
2,620
+475
153
$294K 0.05%
4,451
-50
154
$289K 0.05%
16,365
-31,447
155
$289K 0.05%
23,319
-17,555
156
$271K 0.04%
3,026
157
$259K 0.04%
3,000
158
$255K 0.04%
11,030
-12,195
159
$254K 0.04%
1,100
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160
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8,450
161
$233K 0.04%
158,400
+134,400
162
$232K 0.04%
+3,445
163
$219K 0.04%
+1,240
164
$216K 0.04%
4,200
-12,550
165
$214K 0.03%
23,680
-9,920
166
$213K 0.03%
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167
$211K 0.03%
7,875
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168
$210K 0.03%
60,600
-91,200
169
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170
$206K 0.03%
3,400
-528
171
$204K 0.03%
56,407
-34,599
172
$202K 0.03%
+4,200
173
$200K 0.03%
+3,800
174
$124K 0.02%
11,500
175
$107K 0.02%
10,000
4 5 6
7
8