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
$1.38B
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$787K

Top Sells

1
+$17.9M
2
+$13M
3
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
RSG icon
Republic Services
RSG
+$877K

Sector Composition

1 Technology 21.34%
2 Healthcare 15.34%
3 Industrials 13.06%
4 Financials 12.77%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.8M 1.22%
22,228
-539
27
$16.7M 1.21%
381,898
-19,341
28
$16.2M 1.17%
46,095
-730
29
$15.4M 1.11%
+71,432
30
$14.8M 1.07%
100,915
-1,843
31
$14.3M 1.04%
168,101
-2,200
32
$13.7M 0.99%
58,770
-1,663
33
$13.4M 0.97%
65,285
-1,223
34
$11.9M 0.86%
119,438
+5,658
35
$10.1M 0.73%
64,403
-1,415
36
$8.39M 0.61%
142,383
-750
37
$8.19M 0.59%
50,087
-586
38
$8.03M 0.58%
82,521
-2,105
39
$7.83M 0.57%
272,041
-622,742
40
$7.48M 0.54%
50,020
-71
41
$7.42M 0.54%
68,075
-1,105
42
$7.12M 0.51%
41,829
+375
43
$7.1M 0.51%
20,479
-246
44
$5.8M 0.42%
119,655
-6,554
45
$5.31M 0.38%
37,991
-40
46
$5.25M 0.38%
32,202
-225
47
$4.84M 0.35%
31,256
-1,255
48
$4.68M 0.34%
19,734
+2,542
49
$4.65M 0.34%
9,776
+269
50
$4.32M 0.31%
14,612
-50
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