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
126
$558K 0.07%
9,830
-615
127
$557K 0.07%
6,865
+670
128
$549K 0.07%
9,005
-795
129
$542K 0.07%
2,638
130
$531K 0.06%
3,610
131
$526K 0.06%
+34,550
132
$517K 0.06%
11,870
133
$508K 0.06%
11,130
134
$508K 0.06%
2,200
135
$504K 0.06%
12,500
136
$503K 0.06%
3,810
-535
137
$491K 0.06%
28,232
+11,000
138
$485K 0.06%
3,405
139
$477K 0.06%
3,222
140
$475K 0.06%
10,324
141
$468K 0.06%
3,096
-137
142
$467K 0.06%
7,982
-3
143
$467K 0.06%
+3,517
144
$453K 0.05%
4,955
-845
145
$447K 0.05%
3,395
146
$447K 0.05%
7,462
-750
147
$437K 0.05%
7,500
+500
148
$430K 0.05%
5,812
149
$425K 0.05%
3,387
150
$424K 0.05%
4,250
+1,250
4 5
6
7 8