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
$963M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.46M
3
+$1.08M
4
OTEX icon
Open Text
OTEX
+$835K
5
RY icon
Royal Bank of Canada
RY
+$811K

Top Sells

1
+$4.14M
2
+$2.79M
3
+$1.58M
4
SU icon
Suncor Energy
SU
+$802K
5
ORAN
Orange
ORAN
+$637K

Sector Composition

1 Financials 30.95%
2 Healthcare 16.07%
3 Technology 11%
4 Energy 9.12%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$291K 0.03%
5,165
-595
152
$286K 0.03%
1,272
-210
153
$273K 0.03%
10,651
154
$272K 0.03%
2,770
-125
155
$263K 0.03%
+107
156
$257K 0.03%
2,430
157
$252K 0.03%
305
158
$248K 0.03%
2,150
159
$248K 0.03%
6,715
-1,515
160
$241K 0.03%
2,881
-502
161
$241K 0.03%
2,200
162
$240K 0.02%
735
-10
163
$238K 0.02%
11,900
164
$225K 0.02%
+870
165
$213K 0.02%
+1,800
166
$210K 0.02%
5,730
167
$202K 0.02%
4,000
168
$127K 0.01%
7,916
169
$112K 0.01%
14,250
170
$109K 0.01%
20,000
171
$86K 0.01%
12,750
172
$58K 0.01%
12,000
173
– –
-32,050
174
– –
-7,260
175
– –
-66,875
4 5 6
7
8