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
$1.4B
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
251
$226K 0.02%
+4,330
252
$224K 0.02%
1,336
+81
253
$220K 0.02%
5,850
-633
254
$219K 0.02%
942
255
$218K 0.02%
1,536
256
$214K 0.02%
+530
257
$211K 0.02%
366
258
$210K 0.02%
4,398
+80
259
$206K 0.01%
3,284
260
$206K 0.01%
7,545
-680
261
$206K 0.01%
1,248
262
$201K 0.01%
1,976
263
– –
-4,500
264
– –
-2,647
265
– –
-3,246
266
– –
-8,731
267
– –
-3,307
268
– –
-7,027
269
– –
-5,540
270
– –
-9,228
271
– –
-3,250
272
– –
-2,444
273
– –
-20,000
7 8 9 10
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