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
$742M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.2M
3
+$1.11M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$849K
5
ADX icon
Adams Diversified Equity Fund
ADX
+$601K

Top Sells

1
+$9.05M
2
+$5.5M
3
+$3.05M
4
CDK
CDK Global, Inc.
CDK
+$2.34M
5
DBD
Diebold Nixdorf Incorporated
DBD
+$751K

Sector Composition

1 Healthcare 16.58%
2 Industrials 14.84%
3 Technology 13.73%
4 Energy 9.27%
5 Consumer Discretionary 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$599K 0.08%
21,184
-2,875
127
$591K 0.08%
12,005
+2
128
$587K 0.08%
4,911
-58
129
$567K 0.08%
27,625
+11,775
130
$565K 0.08%
2,937
-171
131
$564K 0.08%
5,333
+249
132
$555K 0.07%
10,345
133
$549K 0.07%
4,000
134
$534K 0.07%
+3,075
135
$525K 0.07%
8,555
+532
136
$512K 0.07%
13,020
137
$509K 0.07%
8,320
+1,465
138
$502K 0.07%
+5,630
139
$500K 0.07%
4,841
+249
140
$499K 0.07%
5,265
-35
141
$486K 0.07%
3,544
-198
142
$461K 0.06%
6,080
+2,830
143
$431K 0.06%
12,300
144
$425K 0.06%
5,125
+740
145
$424K 0.06%
11,687
+91
146
$420K 0.06%
10,595
147
$414K 0.06%
2,200
148
$401K 0.05%
+5,368
149
$393K 0.05%
19,080
-160
150
$381K 0.05%
4,000
4 5
6
7 8