GC

Guardian Capital Portfolio holdings

AUM $3.1B
1-Year Est. Return 22.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.14B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$30.1M
3
+$29.2M
4
WPM icon
Wheaton Precious Metals
WPM
+$22.2M
5
SHEL icon
Shell
SHEL
+$21.5M

Top Sells

1
+$73.4M
2
+$40.7M
3
+$37.6M
4
SU icon
Suncor Energy
SU
+$36.2M
5
AEM icon
Agnico Eagle Mines
AEM
+$21.5M

Sector Composition

1 Financials 31.49%
2 Energy 14.83%
3 Technology 11.69%
4 Materials 8.41%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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