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
$868M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1 +$5.63M
2 +$1.37M
3 +$1.34M
4
ENB icon
Enbridge
ENB
+$1.18M
5
NTR icon
Nutrien
NTR
+$692K

Top Sells

1 +$6.49M
2 +$1.63M
3 +$1.17M
4
NVO icon
Novo Nordisk
NVO
+$982K
5
FCX icon
Freeport-McMoran
FCX
+$977K

Sector Composition

1 Financials 30.44%
2 Energy 13.13%
3 Healthcare 11.32%
4 Technology 9.79%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$108K 0.01%
11,900
152
$67K 0.01%
+16,687
153
$66.4K 0.01%
12,750
154
$54.4K 0.01%
15,000
155
-1,440
156
-4,649
157
-800
158
-8,090
159
-15,000
160
-21,000
161
-4,570
162
-20,000
163
-2,270
164
-5,225
165
-13,595
166
-17,260
167
-15,414