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
$511M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.33M
3
+$2.13M
4
BNS icon
Scotiabank
BNS
+$2.11M
5
BN icon
Brookfield
BN
+$1.02M

Top Sells

1
+$3.1M
2
+$2.25M
3
+$1.27M
4
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
+$1.03M
5
TD icon
Toronto Dominion Bank
TD
+$836K

Sector Composition

1 Financials 33.47%
2 Energy 13.19%
3 Technology 8.58%
4 Industrials 8.52%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.3M 5.14%
573,176
-18,246
2
$24.9M 4.88%
448,559
+37,898
3
$24.2M 4.75%
363,562
-19,038
4
$17.4M 3.4%
258,253
+2,513
5
$15.3M 2.99%
348,345
+2,616
6
$14.1M 2.76%
344,601
+2,556
7
$9.22M 1.81%
164,665
+539
8
$8.74M 1.71%
200,625
+10,090
9
$8.45M 1.65%
186,858
+730
10
$8.42M 1.65%
234,487
+695
11
$8.35M 1.64%
611,238
+74,678
12
$8.14M 1.59%
172,477
+1,630
13
$8.07M 1.58%
133,158
+1,775
14
$7.58M 1.48%
78,504
+900
15
$7.53M 1.47%
117,499
+1,487
16
$7.28M 1.43%
446,496
+40,664
17
$7.04M 1.38%
59,720
+108
18
$6.96M 1.36%
82,130
+2,354
19
$6.87M 1.35%
783,641
+56,902
20
$6.78M 1.33%
99,047
+411
21
$6.32M 1.24%
245,839
+25,730
22
$6.11M 1.2%
173,928
+729
23
$6M 1.17%
86,285
+595
24
$5.99M 1.17%
81,885
+1,580
25
$5.9M 1.16%
156,981
+2,695
1
2 3 4 5