GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.75B
1-Year Est. Return 24.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$883M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$5.88M
3
+$4.9M
4
CMCSA icon
Comcast
CMCSA
+$4.74M
5
VST icon
Vistra
VST
+$910K

Top Sells

1
+$7.49M
2
+$2.89M
3
+$2.02M
4
BCR
CR Bard Inc.
BCR
+$1.21M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.04M

Sector Composition

1 Healthcare 17.9%
2 Industrials 13.66%
3 Technology 13.21%
4 Financials 10.96%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-16,600
227
– –
-1,932
228
– –
-3,235
229
– –
-9,845
230
– –
-8,500
231
– –
-3,786
6 7 8 9
10