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
101
$1.02M 0.12%
5,829
102
$1.02M 0.12%
12,246
103
$1.01M 0.12%
79,256
+5,000
104
$966K 0.12%
114,155
105
$963K 0.12%
25,299
-1,400
106
$890K 0.11%
4,993
+1,065
107
$872K 0.11%
16,160
+340
108
$793K 0.1%
8,888
-300
109
$776K 0.09%
15,502
-254,553
110
$769K 0.09%
21,960
-31,975
111
$768K 0.09%
4,115
112
$747K 0.09%
12,000
+2,000
113
$722K 0.09%
5,343
114
$721K 0.09%
7,950
115
$715K 0.09%
17,573
-4,920
116
$706K 0.09%
37,775
-7,775
117
$700K 0.08%
9,625
118
$674K 0.08%
7,445
119
$669K 0.08%
4,278
+300
120
$660K 0.08%
13,740
+1,920
121
$644K 0.08%
2,238
122
$635K 0.08%
3,502
123
$623K 0.08%
5,084
124
$614K 0.07%
+4,700
125
$612K 0.07%
4,127
-265
3 4
5
6 7