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
$557M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.89M
3
+$956K
4
BNS icon
Scotiabank
BNS
+$844K
5
RY icon
Royal Bank of Canada
RY
+$636K

Top Sells

1
+$2.86M
2
+$1.85M
3
+$1.37M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$563K
5
HD icon
Home Depot
HD
+$447K

Sector Composition

1 Financials 32.72%
2 Energy 11.93%
3 Technology 10%
4 Industrials 8.62%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.4M 5.28%
665,422
+8,834
2
$28.2M 5.06%
532,211
+15,955
3
$27.2M 4.89%
436,813
+10,213
4
$18.3M 3.29%
289,067
+5,722
5
$16.9M 3.03%
444,990
-14,826
6
$16M 2.88%
350,922
-1,141
7
$14.2M 2.54%
211,137
+4,380
8
$13.1M 2.35%
682,308
+12,739
9
$10.3M 1.85%
88,079
-2,240
10
$9.77M 1.76%
170,743
-4,358
11
$9.71M 1.74%
609,566
+19,767
12
$9.51M 1.71%
202,550
+20,368
13
$9.17M 1.65%
86,925
-923
14
$8.71M 1.57%
201,310
+6,385
15
$8.58M 1.54%
259,357
+3,021
16
$8.4M 1.51%
127,498
-1,329
17
$8.31M 1.49%
124,192
-3,425
18
$7.93M 1.42%
177,479
+744
19
$7.92M 1.42%
56,338
-2,039
20
$7.86M 1.41%
270,240
-3,411
21
$7.71M 1.39%
75,965
+27,093
22
$7.52M 1.35%
98,862
-886
23
$7.46M 1.34%
177,158
+7,103
24
$7.01M 1.26%
148,943
-351
25
$6.97M 1.25%
227,662
+1,560
1
2 3 4 5