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
$538M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$1.26M
3 +$985K
4
GE icon
GE Aerospace
GE
+$904K
5
TU icon
Telus
TU
+$651K

Top Sells

1 +$1.08M
2 +$650K
3 +$589K
4
GS icon
Goldman Sachs
GS
+$494K
5
OXY icon
Occidental Petroleum
OXY
+$476K

Sector Composition

1 Financials 32.91%
2 Energy 11.42%
3 Technology 9.29%
4 Communication Services 9.01%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-15,850
177
-29,600
178
-77,000