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
$1.04B
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$6.69M
2 +$5.79M
3 +$3.01M
4
CMCSA icon
Comcast
CMCSA
+$2.52M
5
TRP icon
TC Energy
TRP
+$1.52M

Top Sells

1 +$6.06M
2 +$3.05M
3 +$1.16M
4
BN icon
Brookfield
BN
+$922K
5
MSFT icon
Microsoft
MSFT
+$887K

Sector Composition

1 Financials 33.16%
2 Healthcare 12.64%
3 Technology 11%
4 Energy 9.83%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$320K 0.03%
+13,700
152
$309K 0.03%
7,620
+905
153
$305K 0.03%
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154
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155
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157
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166
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170
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171
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15,000
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174
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+13,446
175
-1,800