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
$754M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.48M
3
+$5.43M
4
XOM icon
Exxon Mobil
XOM
+$1.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M

Top Sells

1
+$9.88M
2
+$2.6M
3
+$2.01M
4
DD icon
DuPont de Nemours
DD
+$1.02M
5
GE icon
GE Aerospace
GE
+$780K

Sector Composition

1 Healthcare 17.66%
2 Technology 15.81%
3 Industrials 11.85%
4 Consumer Discretionary 9.71%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 1.73%
100,478
+1,285
27
$12.8M 1.7%
+204,968
28
$12.6M 1.67%
132,499
+1,743
29
$12.6M 1.66%
200,473
+2,645
30
$12.5M 1.66%
186,592
+5,584
31
$8.17M 1.08%
137,830
+126,254
32
$6.1M 0.81%
47,922
-6,129
33
$5.59M 0.74%
71,445
+6,494
34
$5.08M 0.67%
44,246
-220
35
$3.74M 0.5%
119,256
+12,532
36
$3.52M 0.47%
43,960
+642
37
$3.24M 0.43%
100,466
-4,750
38
$2.96M 0.39%
54,541
+4,060
39
$2.94M 0.39%
74,851
+6,644
40
$2.86M 0.38%
277,800
+11,100
41
$2.81M 0.37%
41,439
-50
42
$2.76M 0.37%
46,031
43
$2.49M 0.33%
106,595
44
$2.49M 0.33%
18,267
+1,055
45
$2.37M 0.31%
30,220
46
$2.23M 0.3%
52,119
-435
47
$2.21M 0.29%
22,957
+86
48
$2.2M 0.29%
69,832
+4,445
49
$2.2M 0.29%
81,916
-127
50
$2.17M 0.29%
44,298
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