GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.64M
3
+$1.22M
4
DXC icon
DXC Technology
DXC
+$1.21M
5
BMY icon
Bristol-Myers Squibb
BMY
+$864K

Top Sells

1
+$1.27M
2
+$801K
3
+$620K
4
BA icon
Boeing
BA
+$619K
5
VAW icon
Vanguard Materials ETF
VAW
+$588K

Sector Composition

1 Technology 16.98%
2 Healthcare 16.39%
3 Financials 13.28%
4 Communication Services 12.16%
5 Industrials 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$283K 0.02%
29,020
-6,700
227
$280K 0.02%
1,037
228
$276K 0.02%
3,740
229
$270K 0.02%
7,640
+300
230
$270K 0.02%
3,456
-68
231
$270K 0.02%
500
232
$270K 0.02%
3,448
233
$270K 0.02%
3,271
+170
234
$269K 0.02%
7,400
235
$268K 0.02%
1,842
236
$261K 0.02%
3,400
237
$260K 0.02%
310
238
$256K 0.02%
2,200
239
$254K 0.02%
408
240
$248K 0.02%
+1,656
241
$244K 0.02%
686
242
$240K 0.02%
1,868
243
$239K 0.02%
873
-74
244
$238K 0.02%
+5,609
245
$237K 0.02%
100
246
$236K 0.02%
5,000
247
$235K 0.02%
3,905
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248
$234K 0.02%
2,658
249
$233K 0.02%
7,473
250
$227K 0.02%
4,499
7 8 9
10
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