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
151
$38.2K ﹤0.01%
+11,249
152
– –
-11,335
153
– –
-458,256
154
– –
-1,341
155
– –
-20,301
156
– –
-5,325
157
– –
-8,355
158
– –
-205,415
159
– –
-65,485
3 4 5 6
7