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
$1.08B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$3.01M
3
+$1.48M
4
LHX icon
L3Harris
LHX
+$1.24M
5
KTB icon
Kontoor Brands
KTB
+$1.07M

Top Sells

1
+$2.29M
2
+$1.97M
3
+$1.64M
4
MA icon
Mastercard
MA
+$1.28M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$949K

Sector Composition

1 Healthcare 18.41%
2 Technology 13.51%
3 Financials 12.98%
4 Industrials 11.61%
5 Communication Services 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.39M 0.31%
22,962
-175
52
$3.27M 0.3%
32,526
-979
53
$3.03M 0.28%
36,629
-60
54
$3.01M 0.28%
8,957
+200
55
$3.01M 0.28%
139,685
+7,056
56
$2.94M 0.27%
33,522
+2,985
57
$2.87M 0.27%
7,477
+25
58
$2.83M 0.26%
15,485
-25
59
$2.8M 0.26%
38,180
+6,280
60
$2.78M 0.26%
16,298
-166
61
$2.62M 0.24%
13,303
-40
62
$2.6M 0.24%
16,485
+75
63
$2.55M 0.24%
23,453
+605
64
$2.23M 0.21%
11,900
65
$2.1M 0.2%
18,586
+465
66
$2.07M 0.19%
45,285
67
$2.06M 0.19%
40,286
-280
68
$1.96M 0.18%
35,635
-1,655
69
$1.87M 0.17%
12,533
70
$1.85M 0.17%
1,920
-415
71
$1.81M 0.17%
6,915
+2,716
72
$1.8M 0.17%
3,610
+110
73
$1.78M 0.17%
17,800
-1,000
74
$1.76M 0.16%
34,076
-700
75
$1.74M 0.16%
5,204
-2,832
1 2
3
4 5