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
$876M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$5.61M
2 +$5.4M
3 +$1.54M
4
RY icon
Royal Bank of Canada
RY
+$1.41M
5
ENB icon
Enbridge
ENB
+$1.35M

Top Sells

1 +$4.06M
2 +$1.51M
3 +$1.15M
4
GS icon
Goldman Sachs
GS
+$569K
5
F icon
Ford
F
+$518K

Sector Composition

1 Financials 36.14%
2 Technology 11.7%
3 Energy 8.86%
4 Healthcare 8.42%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-12,225
177
-59,900
178
-14,300
179
-2,100
180
-156,402
181
-1,485
182
-2,600
183
-5,250
184
-16,000