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
$742M
AUM Growth
+$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$6.02M
2 +$1.36M
3 +$1.15M
4
FNV icon
Franco-Nevada
FNV
+$977K
5
NTR icon
Nutrien
NTR
+$756K

Top Sells

1 +$6.06M
2 +$671K
3 +$615K
4
IMO icon
Imperial Oil
IMO
+$440K
5
ORAN
Orange
ORAN
+$395K

Sector Composition

1 Financials 31%
2 Technology 12.38%
3 Healthcare 9.54%
4 Energy 8.9%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-23,489
177
-97,431