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
$832M
AUM Growth
+$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$1.57M
3
+$765K
4
BMY icon
Bristol-Myers Squibb
BMY
+$516K
5
PG icon
Procter & Gamble
PG
+$507K

Top Sells

1
+$14.1M
2
+$6.12M
3
+$3.32M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$2.5M
5
REG icon
Regency Centers
REG
+$2.45M

Sector Composition

1 Healthcare 20.26%
2 Industrials 13.69%
3 Technology 13.51%
4 Financials 9.77%
5 Consumer Staples 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.15%
16,830
-255
77
$1.23M 0.15%
44,635
-16,000
78
$1.22M 0.15%
1,028
79
$1.21M 0.15%
3,832
80
$1.19M 0.14%
18,800
+1,000
81
$1.17M 0.14%
51,420
+6,210
82
$1.16M 0.14%
9,048
-1,356
83
$1.16M 0.14%
15,519
-169
84
$1.12M 0.13%
21,998
85
$1.12M 0.13%
53,935
+2,400
86
$1.12M 0.13%
4,037
87
$1.12M 0.13%
20,856
-5,386
88
$1.11M 0.13%
34,815
+4,000
89
$1.1M 0.13%
6,316
90
$1.09M 0.13%
24,689
-5,000
91
$1.08M 0.13%
5,195
-1,000
92
$1.07M 0.13%
20,745
-1,500
93
$1.05M 0.13%
13,965
-500
94
$1.05M 0.13%
114,155
95
$1.03M 0.12%
15,109
+180
96
$1.01M 0.12%
20,855
97
$1.01M 0.12%
13,143
-1,827
98
$998K 0.12%
72,415
+5,800
99
$974K 0.12%
4,927
+400
100
$974K 0.12%
18,305
-280
2 3
4
5 6