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
$700M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$1.59M
2 +$1.26M
3 +$1M
4
NTT
Nippon Telegraph & Telephone
NTT
+$811K
5
BHP icon
BHP
BHP
+$654K

Top Sells

1 +$6.14M
2 +$2.05M
3 +$1.71M
4
AEG icon
Aegon
AEG
+$1.29M
5
BNS icon
Scotiabank
BNS
+$1.2M

Sector Composition

1 Financials 36.93%
2 Energy 12.4%
3 Communication Services 8.64%
4 Technology 8.32%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-68,695
177
-6,950