GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$8.19M
3
+$2.11M
4
KO icon
Coca-Cola
KO
+$1.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M

Top Sells

1
+$10.4M
2
+$5.47M
3
+$3.28M
4
RSG icon
Republic Services
RSG
+$1.98M
5
AXP icon
American Express
AXP
+$827K

Sector Composition

1 Healthcare 19.9%
2 Technology 13.98%
3 Industrials 13.24%
4 Consumer Discretionary 10.22%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.29%
20,256
+4,500
52
$2.07M 0.29%
43,798
-250
53
$1.98M 0.28%
218,800
-38,380
54
$1.9M 0.26%
44,870
-995
55
$1.72M 0.24%
16,440
-1,095
56
$1.63M 0.23%
37,535
+145
57
$1.56M 0.22%
24,435
58
$1.46M 0.2%
23,100
+500
59
$1.46M 0.2%
4,230
-50
60
$1.44M 0.2%
38,620
+100
61
$1.44M 0.2%
18,310
-645
62
$1.38M 0.19%
11,100
-40
63
$1.36M 0.19%
11,900
64
$1.35M 0.19%
6,544
+4,867
65
$1.32M 0.18%
9,845
+140
66
$1.32M 0.18%
71,150
+5,400
67
$1.31M 0.18%
6,388
-1,650
68
$1.29M 0.18%
23,500
+515
69
$1.24M 0.17%
32,410
-100
70
$1.21M 0.17%
22,479
-7,800
71
$1.16M 0.16%
20,070
+1,000
72
$1.15M 0.16%
23,220
+2,040
73
$1.14M 0.16%
14,549
-496
74
$1.13M 0.16%
82,850
+22,250
75
$1.13M 0.16%
14,176
+800
1 2
3
4 5