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GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
+0.9%
1 Year Est. Return
+25.04%
3 Year Est. Return
+69.83%
5 Year Est. Return
+92.52%
10 Year Est. Return
+295.91%
AUM
$1.73B
AUM Growth
-$25.2M
Cap. Flow
-$4.72M
Cap. Flow %
-0.27%
Top 10 Hldgs %
41.35%
Holding
277
New
13
Increased
76
Reduced
84
Closed
9

Top Buys

1
PANW icon
Palo Alto Networks
PANW
+$12.1M
2
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$5.02M
3
AMZN icon
Amazon
AMZN
+$4.51M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.6M
5
BX icon
Blackstone
BX
+$1.17M

Top Sells

1
VST icon
Vistra
VST
+$13.4M
2
TXN icon
Texas Instruments
TXN
+$5.87M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.93M
4
HI
Hillenbrand
HI
+$1.58M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Sector Composition

1 Technology 23.29%
2 Industrials 14.54%
3 Financials 14.12%
4 Healthcare 9.38%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
226
Walt Disney
DIS
$169B
$312K 0.02%
3,236
+3
+0.1% +$317
XYL icon
227
Xylem
XYL
$28.9B
$311K 0.02%
2,605
– –
XLV icon
228
State Street Health Care Select Sector SPDR ETF
XLV
$40.6B
$308K 0.02%
2,102
+74
+4% +$11.4K
NUE icon
229
Nucor
NUE
$53.9B
$304K 0.02%
1,800
– –
MDT icon
230
Medtronic
MDT
$103B
$302K 0.02%
3,484
– –
IEMG icon
231
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$299K 0.02%
4,291
+1,220
+40% +$88.1K
MCO icon
232
Moody's
MCO
$88.1B
$299K 0.02%
686
-67
-9% -$31.7K
MO icon
233
Altria Group
MO
$118B
$297K 0.02%
4,497
-500
-10% -$32.2K
BP icon
234
BP
BP
$106B
$295K 0.02%
+6,274
New +$246K
XLP icon
235
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$282K 0.02%
3,443
+211
+7% +$17.8K
JEPQ icon
236
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.2B
$278K 0.02%
5,000
– –
PEG icon
237
Public Service Enterprise Group
PEG
$39.8B
$274K 0.02%
3,379
– –
CTVA icon
238
Corteva
CTVA
$56.5B
$273K 0.02%
3,262
– –
EFA icon
239
iShares MSCI EAFE ETF
EFA
$77.5B
$268K 0.02%
2,758
+33
+1% +$3.3K
IOO icon
240
iShares Global 100 ETF
IOO
$8.77B
$264K 0.02%
2,185
– –
YUM icon
241
Yum! Brands
YUM
$42.1B
$261K 0.02%
1,680
– –
WFC icon
242
Wells Fargo
WFC
$265B
$260K 0.02%
3,262
+2
+0.1% +$172
TKR icon
243
Timken Company
TKR
$9.69B
$259K 0.02%
2,580
– –
GSK icon
244
GSK
GSK
$103B
$258K 0.01%
4,666
+3
+0.1% +$163
ET icon
245
Energy Transfer Partners
ET
$68.5B
$257K 0.01%
13,328
+64
+0.5% +$1.17K
BLDR icon
246
Builders FirstSource
BLDR
$8.18B
$257K 0.01%
3,122
– –
Q
247
Qnity Electronics Inc
Q
$29.4B
$255K 0.01%
+2,210
New +$235K
SPYM
248
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$251K 0.01%
3,282
-14
-0.4% -$1.12K
GPK icon
249
Graphic Packaging
GPK
$3.11B
$251K 0.01%
25,250
-3,525
-12% -$44.4K
CVS icon
250
CVS Health
CVS
$135B
$248K 0.01%
3,453
+33
+1% +$2.54K
8 9
10
11 12

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