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
$873M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.84M
3
+$1.7M
4
DLTR icon
Dollar Tree
DLTR
+$1.24M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$1.16M

Top Sells

1
+$1.36M
2
+$1.04M
3
+$650K
4
PNR icon
Pentair
PNR
+$510K
5
BCS icon
Barclays
BCS
+$491K

Sector Composition

1 Healthcare 17.57%
2 Technology 13.26%
3 Industrials 13.24%
4 Financials 11.17%
5 Consumer Staples 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.28%
41,718
+140
52
$2.35M 0.27%
37,922
+75
53
$2.23M 0.26%
24,107
+641
54
$2.21M 0.25%
43,889
-1,127
55
$2.21M 0.25%
15,699
+303
56
$2.17M 0.25%
7,986
-4
57
$2.16M 0.25%
40,170
58
$2.07M 0.24%
7,576
+850
59
$1.99M 0.23%
80,423
+5,312
60
$1.99M 0.23%
28,335
+500
61
$1.89M 0.22%
34,130
+1,496
62
$1.86M 0.21%
76,613
-2,091
63
$1.81M 0.21%
11,900
-255
64
$1.78M 0.2%
6,025
+1,100
65
$1.73M 0.2%
30,720
+180
66
$1.73M 0.2%
12,219
+78
67
$1.68M 0.19%
4,993
+13
68
$1.67M 0.19%
53,005
-3,475
69
$1.67M 0.19%
33,368
+498
70
$1.67M 0.19%
41,062
+937
71
$1.65M 0.19%
23,780
72
$1.55M 0.18%
19,800
73
$1.53M 0.18%
11,267
-27
74
$1.5M 0.17%
30,243
+746
75
$1.5M 0.17%
63,390
-20,505
1 2
3
4 5