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
$879M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.54M
3
+$2.45M
4
BNS icon
Scotiabank
BNS
+$2.06M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.77M

Top Sells

1
+$2.72M
2
+$1.38M
3
+$1.35M
4
FNV icon
Franco-Nevada
FNV
+$1.11M
5
BN icon
Brookfield
BN
+$919K

Sector Composition

1 Financials 32.27%
2 Energy 12.09%
3 Technology 10.61%
4 Healthcare 10.29%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$240K 0.03%
2,200
152
$231K 0.03%
4,600
+500
153
$213K 0.02%
1,021
-2,759
154
$209K 0.02%
+2,270
155
$209K 0.02%
+4,750
156
$208K 0.02%
2,239
157
$207K 0.02%
4,000
158
$206K 0.02%
2,088
159
$150K 0.02%
11,000
160
$134K 0.02%
16,350
+2,100
161
$134K 0.02%
13,900
+2,000
162
$117K 0.01%
20,000
163
$76.2K 0.01%
12,750
164
$8K ﹤0.01%
+1,250
165
– –
-16,687
166
– –
-5,572
167
– –
-385
168
– –
-925
169
– –
-850
170
– –
-15,000
3 4 5 6
7