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
$1.35B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.3M
3
+$12.6M
4
LHX icon
L3Harris
LHX
+$1.43M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.41M

Top Sells

1
+$18.6M
2
+$9.17M
3
+$3.23M
4
MSFT icon
Microsoft
MSFT
+$2.73M
5
EVRG icon
Evergy
EVRG
+$1.76M

Sector Composition

1 Technology 19.54%
2 Healthcare 17.78%
3 Financials 12.8%
4 Industrials 11.77%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$674K 0.05%
9,266
127
$663K 0.05%
7,806
+150
128
$663K 0.05%
4,428
+20
129
$657K 0.05%
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130
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131
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3,226
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132
$636K 0.05%
2,086
133
$629K 0.05%
3,128
134
$629K 0.05%
3,058
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135
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136
$615K 0.05%
2,800
137
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13,845
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138
$596K 0.04%
1,559
139
$592K 0.04%
4,636
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140
$591K 0.04%
6,810
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141
$589K 0.04%
4,044
142
$588K 0.04%
17,250
143
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144
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145
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146
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18,510
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147
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148
$550K 0.04%
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149
$550K 0.04%
6,779
-95
150
$540K 0.04%
2,898
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4 5
6
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