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
101
$1.02M 0.08%
10,156
+1,590
102
$1.01M 0.08%
21,163
-10
103
$1M 0.08%
3,816
+557
104
$989K 0.08%
9,502
-1,698
105
$981K 0.08%
14,500
106
$958K 0.08%
5,112
107
$951K 0.08%
2,708
+1
108
$943K 0.07%
12,649
+2,222
109
$914K 0.07%
34,569
+3,918
110
$877K 0.07%
12,212
-718
111
$871K 0.07%
5,183
112
$846K 0.07%
3,178
+508
113
$835K 0.07%
3,387
114
$823K 0.07%
3,396
+81
115
$810K 0.06%
17,801
116
$807K 0.06%
3,657
117
$790K 0.06%
6,411
-21
118
$758K 0.06%
6,562
-260
119
$754K 0.06%
6,024
120
$718K 0.06%
6,976
+2,000
121
$700K 0.06%
+3,600
122
$692K 0.05%
28,702
+11
123
$691K 0.05%
9,034
124
$673K 0.05%
1,269
+213
125
$665K 0.05%
5,525
-6,212
3 4
5
6 7