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
126
$694K 0.08%
2,254
127
$683K 0.08%
12,023
-378
128
$670K 0.08%
9,570
129
$648K 0.07%
21,960
130
$643K 0.07%
15,750
131
$633K 0.07%
4,700
-11
132
$632K 0.07%
7,615
133
$619K 0.07%
34,800
-83
134
$600K 0.07%
7,209
-3,000
135
$555K 0.06%
4,190
136
$549K 0.06%
2,200
137
$545K 0.06%
5,203
+1,234
138
$538K 0.06%
4,790
+18
139
$536K 0.06%
8,215
+983
140
$514K 0.06%
13,811
-400
141
$510K 0.06%
7,462
-27
142
$496K 0.06%
2,662
143
$495K 0.06%
8,685
-120
144
$491K 0.06%
80,000
-30,000
145
$489K 0.06%
3,140
+29
146
$489K 0.06%
11,587
+1,202
147
$474K 0.05%
3,387
-86
148
$473K 0.05%
7,215
-443
149
$465K 0.05%
2,103
150
$459K 0.05%
4,955
4 5
6
7 8