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
$685M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.21M
3
+$1.24M
4
SU icon
Suncor Energy
SU
+$958K
5
RY icon
Royal Bank of Canada
RY
+$726K

Top Sells

1
+$1.36M
2
+$796K
3
+$683K
4
BUD icon
AB InBev
BUD
+$577K
5
SLF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$64K 0.01%
10,075
152
$55K 0.01%
20,000
153
$49K 0.01%
+12,750
154
$11K ﹤0.01%
+12,885
155
– –
-5,132
156
– –
-6,565
157
– –
-8,400
158
– –
-1,826
159
– –
-771
160
– –
-31,400
161
– –
-12,501
162
– –
-620
163
– –
-3,505
164
– –
-925
165
– –
-4,875
166
– –
-15,600
167
– –
-2,250
168
– –
-29,375
169
– –
-9,700
3 4 5 6
7