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
$1.35B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$13.3M
3 +$12.6M
4
LHX icon
L3Harris
LHX
+$1.43M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.41M

Top Sells

1 +$18.6M
2 +$9.17M
3 +$3.23M
4
MSFT icon
Microsoft
MSFT
+$2.73M
5
EVRG icon
Evergy
EVRG
+$1.76M

Sector Composition

1 Technology 19.54%
2 Healthcare 17.78%
3 Financials 12.8%
4 Industrials 11.77%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4.17M 0.31%
9,404
+569
52
$4.04M 0.3%
18,332
+1,737
53
$3.59M 0.27%
14,608
-280
54
$3.4M 0.25%
234,601
-1,570
55
$3.39M 0.25%
31,961
+1,005
56
$3.17M 0.23%
49,532
+127
57
$3.01M 0.22%
14,690
-191
58
$2.9M 0.21%
11,900
59
$2.83M 0.21%
55,279
60
$2.79M 0.21%
21,136
-1,632
61
$2.78M 0.21%
20,167
-1,878
62
$2.71M 0.2%
15,641
-2,730
63
$2.63M 0.19%
24,131
+76
64
$2.58M 0.19%
5,789
-79
65
$2.58M 0.19%
7,818
66
$2.3M 0.17%
4,990
-210
67
$2.24M 0.17%
10,404
-50
68
$2.2M 0.16%
10,415
+1,933
69
$2.12M 0.16%
10,206
+48
70
$2.05M 0.15%
84,768
+69
71
$2.04M 0.15%
54,748
-9,029
72
$1.95M 0.14%
13,475
73
$1.89M 0.14%
21,557
-18
74
$1.85M 0.14%
4,740
-500
75
$1.84M 0.14%
20,485