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
$1.27B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$1.81M
3
+$1.75M
4
TXN icon
Texas Instruments
TXN
+$1.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$11.7M
2
+$5.46M
3
+$2.65M
4
CAG icon
Conagra Brands
CAG
+$2.13M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.08M

Sector Composition

1 Healthcare 19.31%
2 Technology 16.05%
3 Financials 13.47%
4 Industrials 12.29%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.9M 1.1%
40,991
+1,801
27
$13.3M 1.05%
102,475
+1,810
28
$13.2M 1.04%
119,434
+3,684
29
$12.6M 0.99%
149,524
+889
30
$12.5M 0.99%
71,876
+117
31
$12.4M 0.98%
137,194
-114
32
$11.8M 0.93%
71,424
-950
33
$11.8M 0.93%
+21,545
34
$11.6M 0.92%
114,834
-2,986
35
$11.2M 0.89%
115,405
+1,228
36
$9.57M 0.76%
150,447
+11,114
37
$9.03M 0.71%
94,027
+2,510
38
$8.47M 0.67%
76,317
+2,188
39
$7.92M 0.63%
56,223
+3,280
40
$7.73M 0.61%
324,142
-26,871
41
$6.96M 0.55%
22,033
+90
42
$6.75M 0.53%
52,766
-233
43
$6.05M 0.48%
12,438
+66
44
$6.05M 0.48%
48,080
+14,365
45
$5.82M 0.46%
43,402
-1,271
46
$5.18M 0.41%
32,067
+139
47
$4.81M 0.38%
61,030
-525
48
$4.63M 0.37%
45,709
-300
49
$4.12M 0.33%
132,821
-9,573
50
$3.65M 0.29%
9,490
-263
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