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
$1.27B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$1.81M
3
+$1.75M
4
TXN icon
Texas Instruments
TXN
+$1.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$11.7M
2
+$5.46M
3
+$2.65M
4
CAG icon
Conagra Brands
CAG
+$2.13M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.08M

Sector Composition

1 Healthcare 19.31%
2 Technology 16.05%
3 Financials 13.47%
4 Industrials 12.29%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.64M 0.29%
50,659
+24,372
52
$3.49M 0.28%
14,588
+1,805
53
$3.41M 0.27%
22,858
-99
54
$3.37M 0.27%
38,165
+1,325
55
$3.32M 0.26%
30,686
+965
56
$3.29M 0.26%
8,590
+655
57
$3.25M 0.26%
23,946
-705
58
$3.11M 0.25%
15,017
+347
59
$3.08M 0.24%
16,122
+83
60
$2.91M 0.23%
73,732
-40,171
61
$2.88M 0.23%
18,371
-609
62
$2.77M 0.22%
246,091
-2,735
63
$2.65M 0.21%
8,599
64
$2.64M 0.21%
24,055
+500
65
$2.51M 0.2%
11,900
66
$2.39M 0.19%
10,454
67
$2.36M 0.19%
55,279
68
$2.21M 0.17%
10,308
+431
69
$2.14M 0.17%
25,505
+160
70
$2.03M 0.16%
32,292
-3,855
71
$2.03M 0.16%
80,664
-15,000
72
$2.01M 0.16%
7,818
+200
73
$2M 0.16%
20,485
-100
74
$1.76M 0.14%
13,975
75
$1.76M 0.14%
17,426
+8,692
1 2
3
4 5