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
$873M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.84M
3
+$1.7M
4
DLTR icon
Dollar Tree
DLTR
+$1.24M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$1.16M

Top Sells

1
+$1.36M
2
+$1.04M
3
+$650K
4
PNR icon
Pentair
PNR
+$510K
5
BCS icon
Barclays
BCS
+$491K

Sector Composition

1 Healthcare 17.57%
2 Technology 13.26%
3 Industrials 13.24%
4 Financials 11.17%
5 Consumer Staples 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.46M 0.17%
2,530
77
$1.46M 0.17%
3,737
+200
78
$1.46M 0.17%
17,180
-120
79
$1.38M 0.16%
31,096
-2,694
80
$1.37M 0.16%
27,814
+2,112
81
$1.34M 0.15%
14,335
-700
82
$1.33M 0.15%
19,729
-613
83
$1.33M 0.15%
16,334
84
$1.32M 0.15%
21,637
85
$1.32M 0.15%
24,422
-95
86
$1.29M 0.15%
154,600
+3,100
87
$1.29M 0.15%
9,311
88
$1.25M 0.14%
15,339
89
$1.22M 0.14%
11,561
-49
90
$1.19M 0.14%
22,635
91
$1.18M 0.13%
44,375
+1,000
92
$1.17M 0.13%
14,902
+270
93
$1.16M 0.13%
+1,130
94
$1.16M 0.13%
15,880
95
$1.11M 0.13%
58,635
+5,000
96
$1.1M 0.13%
12,274
97
$1.1M 0.13%
16,118
-3,000
98
$1.09M 0.13%
17,865
+3,500
99
$1.09M 0.12%
14,303
-2,952
100
$1.07M 0.12%
14,035
-1,000
2 3
4
5 6