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
$928M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$8.34M
3
+$7.14M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$6.17M
5
OTEX icon
Open Text
OTEX
+$2.76M

Top Sells

1
+$10.4M
2
+$6.56M
3
+$6.45M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$5.48M
5
WMT icon
Walmart
WMT
+$4.81M

Sector Composition

1 Financials 32.27%
2 Energy 12.56%
3 Technology 10.14%
4 Healthcare 8.55%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-460
177
– –
-34,951
178
– –
-18,500
179
– –
-8,433
180
– –
-51,970
181
– –
-13,230
4 5 6 7
8