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
$557M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.89M
3
+$956K
4
BNS icon
Scotiabank
BNS
+$844K
5
RY icon
Royal Bank of Canada
RY
+$636K

Top Sells

1
+$2.86M
2
+$1.85M
3
+$1.37M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$563K
5
HD icon
Home Depot
HD
+$447K

Sector Composition

1 Financials 32.72%
2 Energy 11.93%
3 Technology 10%
4 Industrials 8.62%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$153K 0.03%
40,183
-6,300
152
$144K 0.03%
+33,150
153
$119K 0.02%
10,915
-1,500
154
$104K 0.02%
20,000
155
$83K 0.01%
48,655
+4,000
156
$76K 0.01%
23,275
-13,400
157
$61K 0.01%
14,160
+2,000
158
$55K 0.01%
36,750
+15,000
159
$45K 0.01%
+12,664
160
$24K ﹤0.01%
667
161
$5K ﹤0.01%
12,000
-100
162
– –
-4,207
163
– –
-6,400
164
– –
-69,805
165
– –
-2,931
166
– –
-3,026
167
– –
-10,388
168
– –
-1,100
169
– –
-5,500
170
– –
-13,500
171
– –
-12,160
3 4 5 6
7