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
$719M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$8.19M
3
+$2.11M
4
KO icon
Coca-Cola
KO
+$1.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M

Top Sells

1
+$10.4M
2
+$5.47M
3
+$3.28M
4
RSG icon
Republic Services
RSG
+$1.98M
5
AXP icon
American Express
AXP
+$827K

Sector Composition

1 Healthcare 19.9%
2 Technology 13.98%
3 Industrials 13.24%
4 Consumer Discretionary 10.22%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$772K 0.11%
15,000
102
$761K 0.11%
18,764
103
$757K 0.11%
48,000
-7,000
104
$738K 0.1%
30,750
+22,750
105
$717K 0.1%
53,045
+5,000
106
$683K 0.1%
9,949
+2,241
107
$677K 0.09%
10,759
+6,809
108
$677K 0.09%
14,495
+1,000
109
$668K 0.09%
16,015
110
$656K 0.09%
536
111
$650K 0.09%
48,210
-6,875
112
$635K 0.09%
2,370
+1,349
113
$630K 0.09%
+24,500
114
$622K 0.09%
5,333
115
$612K 0.09%
11,442
+5,975
116
$611K 0.09%
5,300
117
$604K 0.08%
29,700
118
$602K 0.08%
4,915
-2,185
119
$600K 0.08%
36,640
-205
120
$593K 0.08%
4,677
+316
121
$575K 0.08%
7,965
-65
122
$570K 0.08%
7,943
-1,065
123
$560K 0.08%
5,641
+2,385
124
$549K 0.08%
+8,880
125
$543K 0.08%
12,259
-475
3 4
5
6 7