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
$963M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$1.46M
3 +$1.08M
4
OTEX icon
Open Text
OTEX
+$835K
5
RY icon
Royal Bank of Canada
RY
+$811K

Top Sells

1 +$4.14M
2 +$2.79M
3 +$1.58M
4
SU icon
Suncor Energy
SU
+$802K
5
ORAN
Orange
ORAN
+$637K

Sector Composition

1 Financials 30.95%
2 Healthcare 16.07%
3 Technology 11%
4 Energy 9.12%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,025
177
-2,250
178
-28,185