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
$1.28B
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.6M
3
+$9.46M
4
CAG icon
Conagra Brands
CAG
+$1.78M
5
EVRG icon
Evergy
EVRG
+$1.74M

Top Sells

1
+$18.5M
2
+$1.31M
3
+$1.25M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.01M
5
IBM icon
IBM
IBM
+$985K

Sector Composition

1 Technology 16.76%
2 Healthcare 16.15%
3 Financials 13.56%
4 Industrials 11.59%
5 Communication Services 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$234K 0.02%
310
227
$234K 0.02%
948
228
$233K 0.02%
1,650
229
$233K 0.02%
100
230
$231K 0.02%
+5,540
231
$229K 0.02%
+1,248
232
$223K 0.02%
+7,646
233
$221K 0.02%
4,499
234
$220K 0.02%
+6,450
235
$210K 0.02%
7,400
236
$210K 0.02%
2,687
237
$210K 0.02%
4,718
-224
238
$210K 0.02%
+2,777
239
$209K 0.02%
+1,343
240
$207K 0.02%
1,037
241
$205K 0.02%
686
-189
242
$200K 0.02%
408
243
– –
-1,020
244
– –
-934
245
– –
-6,101
246
– –
-2,444
247
– –
-50,504
248
– –
-50,090
249
– –
-4,050
250
– –
-10,000
7 8 9
10
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