GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.75B
1-Year Est. Return 24.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.3M
3
+$12.6M
4
LHX icon
L3Harris
LHX
+$1.43M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.41M

Top Sells

1
+$18.6M
2
+$9.17M
3
+$3.23M
4
MSFT icon
Microsoft
MSFT
+$2.73M
5
EVRG icon
Evergy
EVRG
+$1.76M

Sector Composition

1 Technology 19.54%
2 Healthcare 17.78%
3 Financials 12.8%
4 Industrials 11.77%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-5,418
252
– –
-492
253
– –
-4,078
254
– –
-8,700
255
– –
-1,467
256
– –
-2,987
7 8 9 10
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