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
$571M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$1.54M
3 +$1.08M
4
NKE icon
Nike
NKE
+$810K
5
BHP icon
BHP
BHP
+$723K

Top Sells

1 +$3.1M
2 +$726K
3 +$504K
4
PDS
Precision Drilling
PDS
+$448K
5
JCI icon
Johnson Controls International
JCI
+$410K

Sector Composition

1 Financials 32.97%
2 Energy 15.88%
3 Technology 8.03%
4 Healthcare 7.99%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$67K 0.01%
20,000
-700
177
$50K 0.01%
19,700
+3,000
178
$36K 0.01%
77,000
179
-416,995
180
-2,650
181
-5,350
182
-1,225
183
-2,400
184
-4,425