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
$719M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$8.19M
3
+$2.11M
4
KO icon
Coca-Cola
KO
+$1.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M

Top Sells

1
+$10.4M
2
+$5.47M
3
+$3.28M
4
RSG icon
Republic Services
RSG
+$1.98M
5
AXP icon
American Express
AXP
+$827K

Sector Composition

1 Healthcare 19.9%
2 Technology 13.98%
3 Industrials 13.24%
4 Consumer Discretionary 10.22%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 1.75%
220,620
+3,684
27
$11.6M 1.62%
157,435
-3,279
28
$10.7M 1.48%
303,508
+8,416
29
$8.53M 1.19%
131,424
+126,192
30
$8.53M 1.19%
211,789
-2,793
31
$7.31M 1.02%
47,956
32
$7.23M 1.01%
87,790
+10,327
33
$6.99M 0.97%
128,581
-190,576
34
$4.76M 0.66%
102,706
+23,464
35
$4.46M 0.62%
39,966
-3,000
36
$4.09M 0.57%
41,715
-2,382
37
$3.67M 0.51%
120,224
38
$3.31M 0.46%
98,777
-1,350
39
$3.29M 0.46%
65,094
+1,505
40
$3M 0.42%
109,972
-1,200
41
$2.86M 0.4%
20,131
+1,535
42
$2.67M 0.37%
86,207
+5,346
43
$2.63M 0.37%
41,590
+3,705
44
$2.6M 0.36%
53,444
-635
45
$2.35M 0.33%
79,505
-5,815
46
$2.24M 0.31%
78,040
-27,325
47
$2.18M 0.3%
36,874
-3,465
48
$2.16M 0.3%
22,683
-520
49
$2.16M 0.3%
26,020
-400
50
$2.15M 0.3%
16,116
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