GCA
Guardian Capital Advisors Portfolio holdings
AUM
$1.02B
This Quarter Return
-12.49%
1 Year Return
+25.29%
3 Year Return
+26.14%
5 Year Return
+60.87%
10 Year Return
+106.58%
AUM
$685M
AUM Growth
+$685M
(-6.6%)
Cap. Flow
+$2.13M
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
39.24%
Holding
169
New
12
Increased
60
Reduced
72
Closed
15
Top Buys
| 1 |
Enbridge
ENB
|
$2.73M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.21M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.24M |
| 4 |
Suncor Energy
SU
|
$958K |
| 5 |
Royal Bank of Canada
RY
|
$726K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$1.36M |
| 2 |
Vermilion Energy
VET
|
$796K |
| 3 |
GOLD
Randgold Resources Ltd
GOLD
|
$683K |
| 4 |
AB InBev
BUD
|
$577K |
| 5 |
Sun Life Financial
SLF
|
$521K |
Sector Composition
| 1 | Financials | 36.6% |
| 2 | Energy | 13.2% |
| 3 | Communication Services | 9.03% |
| 4 | Technology | 8.26% |
| 5 | Healthcare | 7.64% |
