GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.63B
1-Year Est. Return 20.57%
This Quarter Est. Return
1 Year Est. Return
+20.57%
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
– –
-6,565
235
– –
-78,045
236
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-6,240
237
– –
-1,850
238
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-425
239
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-29,770
240
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-1,930
241
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-3,340
242
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-5,951
243
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-2,096
244
– –
-1,330
245
– –
-3,976
246
– –
-2,390
247
– –
-2,435
248
– –
-2,744
6 7 8 9
10