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
$959M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$6.72M
2 +$2.25M
3 +$1.79M
4
WAT icon
Waters Corp
WAT
+$1.77M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.38M

Sector Composition

1 Financials 33.36%
2 Energy 11.87%
3 Healthcare 9.28%
4 Technology 9.08%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-789
177
-22,830
178
-12,610
179
-7,735