GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$5.02M
3
+$4.51M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.6M
5
BX icon
Blackstone
BX
+$1.17M

Top Sells

1
+$13.4M
2
+$5.87M
3
+$2.93M
4
HI
Hillenbrand
HI
+$1.58M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Sector Composition

1 Technology 23.29%
2 Industrials 14.54%
3 Financials 14.12%
4 Healthcare 9.38%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
51
Vanguard Total Stock Market ETF
VTI
$657B
$5.72M 0.33%
17,844
-3,220
PKG icon
52
Packaging Corp of America
PKG
$19.5B
$5.56M 0.32%
26,208
-1,307
PPG icon
53
PPG Industries
PPG
$25.2B
$5.39M 0.31%
50,462
-221
UL icon
54
Unilever
UL
$122B
$5.06M 0.29%
88,836
-1,507
BRK.A icon
55
Berkshire Hathaway Class A
BRK.A
$1.02T
$5.03M 0.29%
7
PM icon
56
Philip Morris
PM
$276B
$4.68M 0.27%
28,314
-272
GE icon
57
GE Aerospace
GE
$338B
$4.51M 0.26%
15,883
-100
PH icon
58
Parker-Hannifin
PH
$106B
$4.47M 0.26%
4,995
-20
AVGO icon
59
Broadcom
AVGO
$2.12T
$4.43M 0.26%
14,298
+116
LHX icon
60
L3Harris
LHX
$58.7B
$4.39M 0.25%
12,712
IWB icon
61
iShares Russell 1000 ETF
IWB
$48.9B
$4.32M 0.25%
12,128
+33
VYM icon
62
Vanguard High Dividend Yield ETF
VYM
$78.5B
$3.84M 0.22%
25,962
+497
CL icon
63
Colgate-Palmolive
CL
$72.1B
$3.79M 0.22%
44,469
-1,628
SCHD icon
64
Schwab US Dividend Equity ETF
SCHD
$94.8B
$3.64M 0.21%
118,543
+4,904
RTX icon
65
RTX Corp
RTX
$242B
$3.63M 0.21%
18,832
ICSH icon
66
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.6B
$3.6M 0.21%
+71,126
VUG icon
67
Vanguard Growth ETF
VUG
$231B
$3.55M 0.21%
48,762
+1,332
DE icon
68
Deere & Co
DE
$146B
$3.43M 0.2%
6,083
PFE icon
69
Pfizer
PFE
$149B
$3.38M 0.2%
120,517
-7,494
WM icon
70
Waste Management
WM
$84.9B
$3.34M 0.19%
14,555
-445
GEV icon
71
GE Vernova
GEV
$260B
$3.27M 0.19%
3,746
UNP icon
72
Union Pacific
UNP
$156B
$3.11M 0.18%
12,819
-5
ROK icon
73
Rockwell Automation
ROK
$50.2B
$3.09M 0.18%
8,623
CMCSA icon
74
Comcast
CMCSA
$88.8B
$3.09M 0.18%
107,642
-2,000
UPS icon
75
United Parcel Service
UPS
$90.7B
$3.02M 0.17%
30,701
-1,360
1 2
3
4 5