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
$415M
AUM Growth
-$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$711K
3
+$469K
4
TD icon
Toronto Dominion Bank
TD
+$331K
5
RY icon
Royal Bank of Canada
RY
+$295K

Top Sells

1
+$2.66M
2
+$1.11M
3
+$911K
4
HD icon
Home Depot
HD
+$759K
5
BN icon
Brookfield
BN
+$742K

Sector Composition

1 Financials 34.24%
2 Communication Services 10.3%
3 Energy 10.25%
4 Technology 9.86%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-6,055
152
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-7,525
153
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-2,217
154
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-3,420
155
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-2,189
156
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-560
157
– –
-696,426
158
– –
-1,985
159
– –
-9,500
160
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-4,875
161
– –
-680
162
– –
-6,500
163
– –
-12,200
164
– –
-7,660
3 4 5 6
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