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
$536M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.08M
3
+$2.97M
4
IMO icon
Imperial Oil
IMO
+$1.37M
5
GLD icon
SPDR Gold Trust
GLD
+$394K

Top Sells

1
+$5.15M
2
+$2.63M
3
+$1.41M
4
BNS icon
Scotiabank
BNS
+$948K
5
RY icon
Royal Bank of Canada
RY
+$582K

Sector Composition

1 Financials 31.7%
2 Energy 11.72%
3 Healthcare 9.14%
4 Technology 9%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.6M 5.15%
656,588
-12,912
2
$25M 4.67%
426,600
-9,922
3
$24.9M 4.65%
516,256
-19,639
4
$17.8M 3.32%
283,345
-79
5
$17.1M 3.19%
459,816
-12,612
6
$16.7M 3.11%
352,063
-7,006
7
$12.2M 2.27%
206,757
-3,940
8
$12M 2.24%
669,569
-26,136
9
$10.8M 2.02%
90,319
-1,935
10
$9.18M 1.71%
128,827
-3,106
11
$9.17M 1.71%
87,848
-2,405
12
$9.05M 1.69%
589,799
-36,629
13
$8.86M 1.65%
175,101
-5,412
14
$8.72M 1.63%
273,651
-7,706
15
$8.53M 1.59%
99,748
-2,741
16
$8.45M 1.58%
182,182
+4,438
17
$8.33M 1.55%
58,377
-24
18
$8.19M 1.53%
194,925
-11,644
19
$8.1M 1.51%
176,735
-2,980
20
$8.02M 1.5%
256,336
-1,075
21
$7.53M 1.41%
127,617
-5,265
22
$7.29M 1.36%
61,083
-2,085
23
$7.02M 1.31%
170,055
-2,779
24
$6.87M 1.28%
149,294
-10,376
25
$6.15M 1.15%
370,920
-19,930
1
2 3 4 5