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
$601M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$955K
3
+$860K
4
BHP icon
BHP
BHP
+$750K
5
AGU
Agrium
AGU
+$510K

Top Sells

1
+$3.83M
2
+$3.3M
3
+$1.6M
4
CNI icon
Canadian National Railway
CNI
+$1.02M
5
WPM icon
Wheaton Precious Metals
WPM
+$773K

Sector Composition

1 Financials 33.41%
2 Energy 14.84%
3 Healthcare 8.56%
4 Technology 8.36%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-9,400
177
– –
-8,700
178
– –
-84,088
179
– –
-11,000
180
– –
-6,180
181
– –
-4,550
182
– –
-29,200
183
– –
-61,426
184
– –
-6,535
4 5 6 7
8