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
$1.38B
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$787K

Top Sells

1
+$17.9M
2
+$13M
3
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
RSG icon
Republic Services
RSG
+$877K

Sector Composition

1 Technology 21.34%
2 Healthcare 15.34%
3 Industrials 13.06%
4 Financials 12.77%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$234K 0.02%
+2,390
227
$234K 0.02%
+1,850
228
$233K 0.02%
3,232
229
$233K 0.02%
+1,330
230
$232K 0.02%
4,800
231
$230K 0.02%
4,185
232
$229K 0.02%
2,961
233
$228K 0.02%
2,891
-1,475
234
$225K 0.02%
5,573
-925
235
$223K 0.02%
+13,500
236
$223K 0.02%
+6,565
237
$223K 0.02%
+1,700
238
$222K 0.02%
+3,976
239
$220K 0.02%
1,680
240
$216K 0.02%
+2,609
241
$210K 0.02%
+3,436
242
$206K 0.01%
+1,208
243
$203K 0.01%
+2,687
244
$203K 0.01%
+10,000
245
$203K 0.01%
1,603
-4,000
246
– –
-5,255
247
– –
-7,401
248
– –
-21,570
249
– –
-20,964
250
– –
-4,386
7 8 9
10
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