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
$1.38B
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$787K

Top Sells

1
+$17.9M
2
+$13M
3
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
RSG icon
Republic Services
RSG
+$877K

Sector Composition

1 Technology 21.34%
2 Healthcare 15.34%
3 Industrials 13.06%
4 Financials 12.77%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.27M 0.31%
53,539
-568
52
$4.19M 0.3%
44,508
-515
53
$3.8M 0.27%
7,949
+2,160
54
$3.68M 0.27%
125,680
-37,501
55
$3.5M 0.25%
31,386
-925
56
$3.12M 0.23%
12,717
-173
57
$3.12M 0.23%
11,900
58
$2.71M 0.2%
15,106
-155
59
$2.65M 0.19%
55,279
60
$2.64M 0.19%
24,015
-10
61
$2.54M 0.18%
49,450
-82
62
$2.51M 0.18%
25,200
+1,815
63
$2.4M 0.17%
7,715
64
$2.37M 0.17%
9,102
-1,658
65
$2.32M 0.17%
13,455
-20
66
$2.29M 0.17%
5,058
+68
67
$2.28M 0.17%
18,783
-663
68
$2.28M 0.16%
20,393
-92
69
$2.26M 0.16%
10,404
70
$2.19M 0.16%
10,459
+1,254
71
$2.19M 0.16%
86,268
72
$2.15M 0.16%
21,112
-269
73
$2.13M 0.15%
3,224
+15
74
$2.09M 0.15%
5,897
-18
75
$1.83M 0.13%
3,767
-19
1 2
3
4 5