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
$742M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.2M
3
+$1.11M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$849K
5
ADX icon
Adams Diversified Equity Fund
ADX
+$601K

Top Sells

1
+$9.05M
2
+$5.5M
3
+$3.05M
4
CDK
CDK Global, Inc.
CDK
+$2.34M
5
DBD
Diebold Nixdorf Incorporated
DBD
+$751K

Sector Composition

1 Healthcare 16.58%
2 Industrials 14.84%
3 Technology 13.73%
4 Energy 9.27%
5 Consumer Discretionary 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.26%
27,604
+63
52
$1.92M 0.26%
75,779
+53
53
$1.88M 0.25%
35,197
+496
54
$1.78M 0.24%
31,804
+3,695
55
$1.64M 0.22%
5,420
-200
56
$1.62M 0.22%
15,418
-50
57
$1.61M 0.22%
24,060
-1,000
58
$1.57M 0.21%
13,198
+798
59
$1.54M 0.21%
24,245
+170
60
$1.53M 0.21%
11,806
+361
61
$1.52M 0.2%
22,680
+854
62
$1.51M 0.2%
57,237
+3,911
63
$1.39M 0.19%
12,103
64
$1.38M 0.19%
30,200
+2,200
65
$1.36M 0.18%
38,100
+2,710
66
$1.31M 0.18%
20,902
+1
67
$1.31M 0.18%
24,180
+2,105
68
$1.29M 0.17%
17,794
-2,653
69
$1.28M 0.17%
21,782
+850
70
$1.27M 0.17%
29,110
-2,000
71
$1.26M 0.17%
11,893
-135
72
$1.21M 0.16%
25,110
-2,000
73
$1.2M 0.16%
+22,745
74
$1.2M 0.16%
27,350
-3,000
75
$1.16M 0.16%
15,475
-1,500
1 2
3
4 5