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
$829M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$2.59M
3
+$2.39M
4
REG icon
Regency Centers
REG
+$2.22M
5
XOM icon
Exxon Mobil
XOM
+$1.81M

Top Sells

1
+$13.1M
2
+$12.7M
3
+$10.6M
4
FPO
First Potomac Realty Trust
FPO
+$1.91M
5
DD
Du Pont De Nemours E I
DD
+$1.86M

Sector Composition

1 Healthcare 19.97%
2 Industrials 14.23%
3 Technology 12.56%
4 Financials 10.59%
5 Consumer Staples 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.16%
51,275
-145
77
$1.29M 0.16%
21,295
+2,990
78
$1.28M 0.16%
4,137
+100
79
$1.26M 0.15%
9,257
+209
80
$1.25M 0.15%
4,927
81
$1.24M 0.15%
26,406
-655
82
$1.23M 0.15%
22,862
+2,006
83
$1.21M 0.15%
3,786
-46
84
$1.2M 0.15%
22,668
+670
85
$1.18M 0.14%
30,605
+3,395
86
$1.18M 0.14%
22,135
+1,390
87
$1.16M 0.14%
24,689
88
$1.15M 0.14%
14,821
89
$1.14M 0.14%
18,023
+2,504
90
$1.14M 0.14%
4,695
-500
91
$1.13M 0.14%
13,965
92
$1.12M 0.14%
15,184
+75
93
$1.11M 0.13%
20,855
94
$1.11M 0.13%
6,316
95
$1.11M 0.13%
15,169
+2,026
96
$1.08M 0.13%
47,000
-6,000
97
$1.07M 0.13%
76,800
+4,385
98
$1.05M 0.13%
30,815
-4,000
99
– –
0
100
$1.03M 0.12%
16,635
+2,000
2 3
4
5 6