GCA
Guardian Capital Advisors Portfolio holdings
AUM
$1.02B
This Quarter Return
+1.92%
1 Year Return
+25.29%
3 Year Return
+26.14%
5 Year Return
+60.87%
10 Year Return
+106.58%
AUM
$695M
AUM Growth
+$695M
(-0.7%)
Cap. Flow
-$7.44M
Cap. Flow
% of AUM
-1.07%
Top 10 Holdings %
Top 10 Hldgs %
37.85%
Holding
167
New
–
Increased
58
Reduced
83
Closed
6
Top Buys
| 1 |
Mitsubishi UFJ Financial
MUFG
|
$441K |
| 2 |
BT
BT Group plc (ADR)
BT
|
$387K |
| 3 |
Vermilion Energy
VET
|
$313K |
| 4 |
Enbridge
ENB
|
$296K |
| 5 |
Imperial Oil
IMO
|
$286K |
Top Sells
| 1 |
VRN
Veren
VRN
|
$470K |
| 2 |
Microsoft
MSFT
|
$426K |
| 3 |
BOXC
Brookfield Can Office Properties
BOXC
|
$426K |
| 4 |
McDonald's
MCD
|
$422K |
| 5 |
Royal Bank of Canada
RY
|
$383K |
Sector Composition
| 1 | Financials | 37.04% |
| 2 | Energy | 10.96% |
| 3 | Technology | 8.65% |
| 4 | Communication Services | 8.54% |
| 5 | Industrials | 7.72% |
