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
$1.27B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$1.81M
3
+$1.75M
4
TXN icon
Texas Instruments
TXN
+$1.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$11.7M
2
+$5.46M
3
+$2.65M
4
CAG icon
Conagra Brands
CAG
+$2.13M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.08M

Sector Composition

1 Healthcare 19.31%
2 Technology 16.05%
3 Financials 13.47%
4 Industrials 12.29%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.14%
15,179
77
$1.6M 0.13%
8,422
+2,181
78
$1.58M 0.13%
95,968
-2,808
79
$1.55M 0.12%
5,342
+20
80
$1.54M 0.12%
3,586
-100
81
$1.49M 0.12%
20,770
82
$1.46M 0.12%
3,984
+1,092
83
$1.45M 0.11%
5,449
+106
84
$1.45M 0.11%
33,245
+150
85
$1.44M 0.11%
3,165
+35
86
$1.44M 0.11%
27,638
-772
87
$1.43M 0.11%
12,108
+759
88
$1.29M 0.1%
3,853
+241
89
$1.26M 0.1%
18,833
+594
90
$1.23M 0.1%
16,399
-5,838
91
$1.22M 0.1%
5,852
+201
92
$1.21M 0.1%
2,213
+41
93
$1.2M 0.1%
15,750
-780
94
$1.2M 0.09%
6,886
+615
95
$1.19M 0.09%
823
-45
96
$1.15M 0.09%
4,617
-174
97
$1.13M 0.09%
7,725
98
$1.12M 0.09%
60,966
-9,157
99
$1.09M 0.09%
3,693
+55
100
$1.06M 0.08%
4,824
-155
2 3
4
5 6