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
$754M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.48M
3
+$5.43M
4
XOM icon
Exxon Mobil
XOM
+$1.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M

Top Sells

1
+$9.88M
2
+$2.6M
3
+$2.01M
4
DD icon
DuPont de Nemours
DD
+$1.02M
5
GE icon
GE Aerospace
GE
+$780K

Sector Composition

1 Healthcare 17.66%
2 Technology 15.81%
3 Industrials 11.85%
4 Consumer Discretionary 9.71%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$905K 0.12%
5,315
+2,270
102
$889K 0.12%
+10,110
103
$880K 0.12%
17,010
104
$878K 0.12%
10,810
-1,000
105
$877K 0.12%
95,585
106
$870K 0.12%
28,632
-2,000
107
$869K 0.12%
28,932
-26
108
$850K 0.11%
16,000
109
$836K 0.11%
15,745
110
$828K 0.11%
60,000
-8,000
111
$825K 0.11%
10,090
112
$806K 0.11%
6,255
+1,196
113
$805K 0.11%
73,800
+13,000
114
$796K 0.11%
38,645
115
$792K 0.11%
18,249
116
$790K 0.1%
4,250
+1,360
117
$779K 0.1%
16,826
+1,800
118
$771K 0.1%
17,128
-219,474
119
$764K 0.1%
27,000
-9,500
120
$761K 0.1%
35,685
+8,205
121
$745K 0.1%
+43,810
122
$733K 0.1%
544
-3
123
$706K 0.09%
17,386
+460
124
$697K 0.09%
21,746
-158
125
$692K 0.09%
29,350
3 4
5
6 7