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
$663M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$1.15M
4
TD icon
Toronto Dominion Bank
TD
+$982K
5
LYB icon
LyondellBasell Industries
LYB
+$837K

Top Sells

1
+$2.11M
2
+$1.1M
3
+$735K
4
BABA icon
Alibaba
BABA
+$705K
5
AGU
Agrium
AGU
+$480K

Sector Composition

1 Financials 32.25%
2 Energy 13.6%
3 Healthcare 9.05%
4 Technology 8.52%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$214K 0.03%
2,500
-500
177
$209K 0.03%
+2,400
178
$201K 0.03%
+2,750
179
$150K 0.02%
57,400
-3,200
180
$132K 0.02%
32,737
-23,670
181
$82K 0.01%
20,000
182
$82K 0.01%
10,000
183
$23K ﹤0.01%
77,000
184
$16K ﹤0.01%
19,200
+2,000
185
– –
-5,975
186
– –
-3,445
187
– –
-3,800
188
– –
-3,400
189
– –
-4,200
190
– –
-11,500
4 5 6 7
8