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
$719M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$8.19M
3
+$2.11M
4
KO icon
Coca-Cola
KO
+$1.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M

Top Sells

1
+$10.4M
2
+$5.47M
3
+$3.28M
4
RSG icon
Republic Services
RSG
+$1.98M
5
AXP icon
American Express
AXP
+$827K

Sector Composition

1 Healthcare 19.9%
2 Technology 13.98%
3 Industrials 13.24%
4 Consumer Discretionary 10.22%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.16%
24,010
+1,250
77
$1.11M 0.15%
17,715
+2,865
78
$1.1M 0.15%
7,000
-275
79
$1.09M 0.15%
27,199
+15,475
80
$1.07M 0.15%
17,520
-130
81
$1.05M 0.15%
27,580
-5,060
82
$1.04M 0.15%
26,891
+14,089
83
$1M 0.14%
17,002
+170
84
$995K 0.14%
9,322
-1,552
85
$972K 0.14%
20,065
-1,685
86
$964K 0.13%
15,850
+1,115
87
$961K 0.13%
12,557
88
$955K 0.13%
22,845
+259
89
$955K 0.13%
35,110
+4,985
90
$954K 0.13%
6,853
+598
91
$910K 0.13%
47,528
+9,413
92
$902K 0.13%
27,890
+208
93
$878K 0.12%
3,965
-285
94
$872K 0.12%
4,840
-70
95
$860K 0.12%
7,744
96
$853K 0.12%
137,500
+20,900
97
$836K 0.12%
22,711
-104
98
$808K 0.11%
18,635
+2,805
99
$804K 0.11%
12,834
+601
100
$781K 0.11%
3,858
2 3
4
5 6