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
$518M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$2.23M
3 +$2.19M
4
BMO icon
Bank of Montreal
BMO
+$1.74M
5
TXN icon
Texas Instruments
TXN
+$1.7M

Top Sells

1 +$1.89M
2 +$944K
3 +$849K
4
CNQ icon
Canadian Natural Resources
CNQ
+$807K
5
CVS icon
CVS Health
CVS
+$540K

Sector Composition

1 Financials 33.26%
2 Technology 11.11%
3 Energy 10.11%
4 Communication Services 9.46%
5 Healthcare 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$6K ﹤0.01%
12,437
-246,225
152
-36,730
153
-100
154
-22,950