GIA
Guyasuta Investment Advisors Portfolio holdings
AUM
$1.63B
This Quarter Return
-2.29%
1 Year Return
+20.57%
3 Year Return
+62.51%
5 Year Return
+123.21%
10 Year Return
+261.74%
AUM
$1.29B
AUM Growth
+$1.29B
(-4.5%)
Cap. Flow
-$19.8M
Cap. Flow
% of AUM
-1.54%
Top 10 Holdings %
Top 10 Hldgs %
40.86%
Holding
248
New
7
Increased
65
Reduced
70
Closed
15
Top Buys
| 1 |
Micron Technology
MU
|
$11.6M |
| 2 |
UnitedHealth
UNH
|
$1.01M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$931K |
| 4 |
Chevron
CVX
|
$827K |
| 5 |
J.M. Smucker
SJM
|
$689K |
Top Sells
| 1 |
Dollar General
DG
|
$13.3M |
| 2 |
Novartis
NVS
|
$11.9M |
| 3 |
Vistra
VST
|
$5.31M |
| 4 |
Celestica
CLS
|
$1.75M |
| 5 |
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% |
