GC

Guardian Capital Portfolio holdings

AUM $2.83B
1-Year Est. Return 22.24%
This Quarter Est. Return
1 Year Est. Return
+22.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$25M
3
+$20.8M
4
BN icon
Brookfield
BN
+$13M
5
B
Barrick Mining
B
+$12.7M

Top Sells

1
+$44.4M
2
+$23M
3
+$22.5M
4
QSR icon
Restaurant Brands International
QSR
+$20.8M
5
TD icon
Toronto Dominion Bank
TD
+$20.1M

Sector Composition

1 Financials 25.81%
2 Technology 16.98%
3 Energy 15.65%
4 Industrials 10.36%
5 Materials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$908K 0.03%
19,900
127
$904K 0.03%
5,399
-131
128
$895K 0.03%
7,200
+1,000
129
$889K 0.03%
20,800
130
$804K 0.03%
8,970
-904
131
$800K 0.03%
3,250
-2,725
132
$775K 0.02%
93,701
+4,000
133
$763K 0.02%
1,753
+191
134
$749K 0.02%
2,000
+800
135
$740K 0.02%
1,801
-390
136
$727K 0.02%
4,220
137
$712K 0.02%
1,778
+322
138
$707K 0.02%
5,878
-129
139
$702K 0.02%
3,125
-99
140
$678K 0.02%
2,800
+631
141
$586K 0.02%
2,606
-65
142
$578K 0.02%
1,150
+395
143
$542K 0.02%
9,730
144
$519K 0.02%
+924
145
$517K 0.02%
28,087
-5,685
146
$483K 0.02%
9,668
147
$481K 0.02%
4,572
+1,173
148
$289K 0.01%
9,896
-39,718
149
$288K 0.01%
2,347
150
$49.5K ﹤0.01%
+13,975
3 4 5
6
7