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
$1.29B
AUM Growth
-$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$1.01M
3 +$931K
4
CVX icon
Chevron
CVX
+$827K
5
SJM icon
J.M. Smucker
SJM
+$689K

Top Sells

1 +$13.3M
2 +$11.9M
3 +$5.31M
4
CLS icon
Celestica
CLS
+$1.75M
5
TGT icon
Target
TGT
+$1.03M

Sector Composition

1 Technology 19.97%
2 Healthcare 17.06%
3 Financials 13.37%
4 Industrials 11.29%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$221K 0.02%
+4,125
227
$217K 0.02%
686
228
$210K 0.02%
1,680
-22
229
$208K 0.02%
4,185
230
$207K 0.02%
+4,800
231
$204K 0.02%
530
232
$203K 0.02%
+34
233
$200K 0.02%
1,000
234
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235
-2,435
236
-2,390
237
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238
-1,330
239
-2,096
240
-5,951
241
-3,340
242
-1,930
243
-29,770
244
-425
245
-1,850
246
-6,240
247
-78,045
248
-6,565