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
$663M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$1.15M
4
TD icon
Toronto Dominion Bank
TD
+$982K
5
LYB icon
LyondellBasell Industries
LYB
+$837K

Top Sells

1
+$2.11M
2
+$1.1M
3
+$735K
4
BABA icon
Alibaba
BABA
+$705K
5
AGU
Agrium
AGU
+$480K

Sector Composition

1 Financials 32.25%
2 Energy 13.6%
3 Healthcare 9.05%
4 Technology 8.52%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$362K 0.05%
23,019
-300
152
$354K 0.05%
24,365
-3,650
153
$350K 0.05%
12,000
154
$345K 0.05%
2,620
155
$335K 0.05%
189,900
+31,500
156
$327K 0.05%
17,065
+700
157
$324K 0.05%
+2,400
158
$316K 0.05%
13,105
-600
159
$301K 0.05%
+1,135
160
$296K 0.04%
+1,656
161
$281K 0.04%
+2,250
162
$276K 0.04%
10,105
-925
163
$275K 0.04%
1,100
164
$269K 0.04%
3,000
+500
165
$269K 0.04%
+10,330
166
$267K 0.04%
3,026
167
$266K 0.04%
14,348
+2,763
168
$254K 0.04%
+3,150
169
$247K 0.04%
4,200
170
$245K 0.04%
8,450
171
$238K 0.04%
+3,145
172
$236K 0.04%
7,750
-125
173
$231K 0.03%
+4,050
174
$226K 0.03%
1,020
-220
175
$220K 0.03%
22,930
-750
4 5 6
7
8