GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$754M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.48M
3
+$5.43M
4
XOM icon
Exxon Mobil
XOM
+$1.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M

Top Sells

1
+$9.88M
2
+$2.6M
3
+$2.01M
4
DD icon
DuPont de Nemours
DD
+$1.02M
5
GE icon
GE Aerospace
GE
+$780K

Sector Composition

1 Healthcare 17.66%
2 Technology 15.81%
3 Industrials 11.85%
4 Consumer Discretionary 9.71%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.16%
13,768
-8,396
77
$1.16M 0.15%
11,071
78
$1.15M 0.15%
23,364
+350
79
$1.1M 0.15%
13,425
+5,845
80
$1.07M 0.14%
22,110
81
$1.06M 0.14%
11,953
82
$1.06M 0.14%
12,483
-60
83
$1.05M 0.14%
9,034
+320
84
$1.04M 0.14%
7,675
-600
85
$1.04M 0.14%
23,725
+1,000
86
$1.04M 0.14%
40,625
+7,000
87
$1.03M 0.14%
14,975
+500
88
$1.03M 0.14%
16,570
89
$1.02M 0.14%
26,110
90
$1.01M 0.13%
7,271
-2,680
91
$1M 0.13%
20,137
-154
92
$993K 0.13%
9,378
+709
93
$989K 0.13%
26,440
+3,405
94
$987K 0.13%
65,780
95
$985K 0.13%
23,489
+2,500
96
$950K 0.13%
21,105
97
$948K 0.13%
83,730
+5,000
98
$942K 0.12%
7,563
99
$925K 0.12%
12,150
+1,500
100
$915K 0.12%
28,405
+4,300
2 3
4
5 6