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
$1.08B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$3.01M
3
+$1.48M
4
LHX icon
L3Harris
LHX
+$1.24M
5
KTB icon
Kontoor Brands
KTB
+$1.07M

Top Sells

1
+$2.29M
2
+$1.97M
3
+$1.64M
4
MA icon
Mastercard
MA
+$1.28M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$949K

Sector Composition

1 Healthcare 18.41%
2 Technology 13.51%
3 Financials 12.98%
4 Industrials 11.61%
5 Communication Services 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.8M 1.19%
367,543
-7,963
27
$12.3M 1.14%
141,314
+40
28
$11.7M 1.09%
162,718
-4,840
29
$11.5M 1.07%
99,166
+2,346
30
$9.9M 0.92%
524,970
+405,952
31
$9.86M 0.92%
70,659
-350
32
$8.59M 0.8%
356,461
+35,510
33
$7.86M 0.73%
284,478
+53,642
34
$7.51M 0.7%
60,556
+2,556
35
$7.42M 0.69%
76,554
-160
36
$7.1M 0.66%
143,754
+4,305
37
$7.01M 0.65%
60,228
+544
38
$6.95M 0.65%
295,547
-13,313
39
$6.38M 0.59%
80,571
+4,199
40
$6.29M 0.58%
95,957
-650
41
$5.98M 0.56%
21,527
-62
42
$5.86M 0.54%
53,745
-250
43
$5.08M 0.47%
85,333
+5,165
44
$5M 0.46%
145,578
-5,742
45
$4.3M 0.4%
44,684
+7,906
46
$3.98M 0.37%
139,449
-600
47
$3.87M 0.36%
125,991
+97,941
48
$3.82M 0.35%
31,274
-125
49
$3.62M 0.34%
48,202
+3,615
50
$3.53M 0.33%
42,316
-228
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2
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