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
$754M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.48M
3
+$5.43M
4
XOM icon
Exxon Mobil
XOM
+$1.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M

Top Sells

1
+$9.88M
2
+$2.6M
3
+$2.01M
4
DD icon
DuPont de Nemours
DD
+$1.02M
5
GE icon
GE Aerospace
GE
+$780K

Sector Composition

1 Healthcare 17.66%
2 Technology 15.81%
3 Industrials 11.85%
4 Consumer Discretionary 9.71%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$689K 0.09%
12,020
-5,765
127
$658K 0.09%
3,858
128
$644K 0.09%
+18,415
129
$627K 0.08%
12,830
+2
130
$623K 0.08%
+11,354
131
$611K 0.08%
4,901
132
$581K 0.08%
22,000
-2,230
133
$572K 0.08%
+23,777
134
$566K 0.08%
17,369
135
$561K 0.07%
5,800
+200
136
$552K 0.07%
12,820
137
$547K 0.07%
3,927
-73
138
$540K 0.07%
+16,090
139
$538K 0.07%
5,300
-250
140
$526K 0.07%
6,446
+2,000
141
$525K 0.07%
10,098
+5,200
142
$524K 0.07%
5,265
143
$524K 0.07%
+11,513
144
$515K 0.07%
5,333
145
$511K 0.07%
8,688
+133
146
$510K 0.07%
+6,580
147
$509K 0.07%
12,378
+565
148
$491K 0.07%
5,166
+325
149
$487K 0.06%
13,495
+600
150
$454K 0.06%
+9,088
4 5
6
7 8