GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$659K
3
+$598K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$596K
5
F icon
Ford
F
+$588K

Top Sells

1
+$7.21M
2
+$1.77M
3
+$1.7M
4
KBR icon
KBR
KBR
+$1.68M
5
AIT icon
Applied Industrial Technologies
AIT
+$1.58M

Sector Composition

1 Healthcare 18.35%
2 Technology 16.57%
3 Industrials 12.68%
4 Financials 12.67%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-5,000
252
– –
-74,395
253
– –
-10,640
254
– –
-34,660
255
– –
-16,395
256
– –
-3,950
257
– –
-42,225
258
– –
-16,332
259
– –
-2,515
260
– –
-2,780
7 8 9 10
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