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
126
$630K 0.05%
4,302
+75
127
$610K 0.05%
6,565
+65
128
$596K 0.05%
5,420
129
$582K 0.05%
6,270
-90
130
$568K 0.04%
6,494
+189
131
$557K 0.04%
4,100
+2,180
132
$549K 0.04%
17,723
133
$542K 0.04%
37,120
+3,540
134
$542K 0.04%
11,210
135
$537K 0.04%
3,166
-597
136
$532K 0.04%
8,388
+13
137
$531K 0.04%
4,245
+2,397
138
$528K 0.04%
2,800
139
$522K 0.04%
3,328
+35
140
$517K 0.04%
18,030
-130
141
$516K 0.04%
+4,044
142
$511K 0.04%
1,600
143
$510K 0.04%
2,086
144
$500K 0.04%
6,282
-174
145
$499K 0.04%
3,088
-395
146
$497K 0.04%
5,942
+352
147
$486K 0.04%
3,440
-381
148
$472K 0.04%
6,000
-475
149
$464K 0.04%
6,944
150
$455K 0.04%
2,478
+2
4 5
6
7 8