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
$615M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$1.66M
3
+$1.6M
4
TD icon
Toronto Dominion Bank
TD
+$1.42M
5
RY icon
Royal Bank of Canada
RY
+$1.35M

Top Sells

1
+$4.33M
2
+$2.79M
3
+$2.24M
4
TRP icon
TC Energy
TRP
+$1.03M
5
RIO icon
Rio Tinto
RIO
+$645K

Sector Composition

1 Financials 32.42%
2 Energy 12.67%
3 Technology 9.03%
4 Healthcare 8.7%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.2M 4.91%
598,449
+28,093
2
$28.9M 4.7%
497,608
+28,558
3
$28.4M 4.62%
376,509
+17,954
4
$20.6M 3.35%
275,414
+21,352
5
$18.2M 2.97%
330,784
-40,715
6
$15.9M 2.59%
350,745
+10,071
7
$14.7M 2.4%
676,493
+3,417
8
$13.3M 2.16%
170,565
+12,666
9
$10.9M 1.78%
203,082
+3,762
10
$10.4M 1.7%
103,125
+677
11
$10.3M 1.68%
84,601
+2,370
12
$10.3M 1.68%
170,396
-5,220
13
$9.99M 1.63%
124,116
+2,238
14
$9.76M 1.59%
85,231
-650
15
$9.19M 1.5%
58,536
-161
16
$9.12M 1.48%
173,378
-19,553
17
$8.93M 1.45%
133,318
+2,110
18
$8.62M 1.4%
158,404
+5,810
19
$8.61M 1.4%
226,257
+1,380
20
$8.24M 1.34%
191,597
-1,120
21
$8.06M 1.31%
508,991
+17,825
22
$7.71M 1.25%
145,681
-102
23
$7.69M 1.25%
259,358
+16,106
24
$7.09M 1.15%
82,891
+2,775
25
$6.95M 1.13%
93,855
+9,775
1
2 3 4 5