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
$742M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.2M
3
+$1.11M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$849K
5
ADX icon
Adams Diversified Equity Fund
ADX
+$601K

Top Sells

1
+$9.05M
2
+$5.5M
3
+$3.05M
4
CDK
CDK Global, Inc.
CDK
+$2.34M
5
DBD
Diebold Nixdorf Incorporated
DBD
+$751K

Sector Composition

1 Healthcare 16.58%
2 Industrials 14.84%
3 Technology 13.73%
4 Energy 9.27%
5 Consumer Discretionary 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.15%
11,941
+1,658
77
$1.14M 0.15%
12,730
-250
78
$1.12M 0.15%
8,714
+1,595
79
$1.12M 0.15%
30,828
+2,819
80
$1.11M 0.15%
11,610
81
$1.11M 0.15%
+26,313
82
$1.11M 0.15%
9,890
+30
83
$1.1M 0.15%
16,570
84
$1.09M 0.15%
29,690
+3,500
85
$1.09M 0.15%
13,810
86
$1.09M 0.15%
95,585
87
$1.07M 0.14%
68,730
+1,000
88
$1.07M 0.14%
60,800
-3,000
89
$1.07M 0.14%
26,350
+1,000
90
$1.06M 0.14%
126,264
+4,841
91
$1.06M 0.14%
29,585
+2,000
92
$1.05M 0.14%
21,812
+1,347
93
$1.02M 0.14%
11,193
+50
94
$996K 0.13%
22,131
+143
95
$988K 0.13%
11,680
96
$986K 0.13%
23,105
+500
97
$977K 0.13%
10,624
+1,810
98
$950K 0.13%
8,275
99
$902K 0.12%
8,113
100
$891K 0.12%
36,000
2 3
4
5 6