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
$663M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.23M
3
+$1.15M
4
TD icon
Toronto Dominion Bank
TD
+$982K
5
LYB icon
LyondellBasell Industries
LYB
+$837K

Top Sells

1
+$2.11M
2
+$1.1M
3
+$735K
4
BABA icon
Alibaba
BABA
+$705K
5
AGU
Agrium
AGU
+$480K

Sector Composition

1 Financials 32.25%
2 Energy 13.6%
3 Healthcare 9.05%
4 Technology 8.52%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.3M 5.02%
616,629
+18,180
2
$30.1M 4.54%
392,577
+16,068
3
$29.9M 4.51%
503,332
+5,724
4
$22M 3.32%
290,540
+15,126
5
$19.1M 2.88%
414,218
+63,473
6
$17.9M 2.7%
332,993
+2,209
7
$15.3M 2.31%
631,265
-45,228
8
$13.8M 2.08%
168,370
-2,195
9
$12.2M 1.84%
199,186
-3,896
10
$11.2M 1.7%
169,526
-870
11
$10.4M 1.57%
85,991
+1,390
12
$10.3M 1.55%
529,552
+20,561
13
$10.1M 1.53%
85,479
+248
14
$10M 1.51%
125,986
+1,870
15
$9.87M 1.49%
102,877
-248
16
$9.77M 1.47%
131,823
-1,495
17
$9.71M 1.46%
57,591
-945
18
$9.36M 1.41%
173,371
-7
19
$9.11M 1.37%
232,893
+6,636
20
$8.79M 1.33%
148,009
+2,328
21
$8.09M 1.22%
262,781
+3,423
22
$8.07M 1.22%
157,959
-445
23
$7.84M 1.18%
202,537
+10,056
24
$7.45M 1.12%
62,663
+255
25
$7.44M 1.12%
92,660
-1,195
1
2 3 4 5