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
$748M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$877K
3
+$767K
4
TU icon
Telus
TU
+$710K
5
ENB icon
Enbridge
ENB
+$706K

Top Sells

1
+$1.52M
2
+$313K
3
+$303K
4
CRM icon
Salesforce
CRM
+$238K
5
NFLX icon
Netflix
NFLX
+$229K

Sector Composition

1 Financials 36.76%
2 Energy 12.94%
3 Communication Services 9.13%
4 Technology 8.25%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$215K 0.03%
2,189
-75
152
$175K 0.02%
27,043
153
$156K 0.02%
5,000
154
$122K 0.02%
+12,200
155
$110K 0.01%
23,000
-12,900
156
$90K 0.01%
10,325
+250
157
$54K 0.01%
12,383
+2,000
158
$39K 0.01%
20,000
159
$31K ﹤0.01%
12,750
160
– –
-4,983
161
– –
-1,530
162
– –
-7,800
163
– –
-5,298
164
– –
-624
165
– –
-2,315
166
– –
-665
167
– –
-4,875
168
– –
-3,940
169
– –
-7,050
3 4 5 6
7