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
101
$1.07M 0.12%
15,700
-39
102
$1.04M 0.12%
6,334
-55
103
$1.02M 0.12%
16,221
+767
104
$1.01M 0.12%
8,265
+3,158
105
$988K 0.11%
84,296
106
$983K 0.11%
14,117
-1,081
107
$980K 0.11%
67,520
+3,000
108
$963K 0.11%
53,000
-3,992
109
$947K 0.11%
6,079
+240
110
$924K 0.11%
+6,171
111
$906K 0.1%
39,960
112
$888K 0.1%
21,653
+2,651
113
$884K 0.1%
4,337
+62
114
$881K 0.1%
5,386
115
$878K 0.1%
8,454
+3,704
116
$866K 0.1%
12,945
117
$839K 0.1%
5,123
-175
118
$830K 0.1%
4,993
-9
119
$826K 0.09%
36,000
-4,000
120
$823K 0.09%
14,000
121
$821K 0.09%
3,060
-600
122
$799K 0.09%
4,138
123
$781K 0.09%
8,700
-21
124
$752K 0.09%
40,332
+4,115
125
$744K 0.09%
7,445
+490
3 4
5
6 7