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
$1.38B
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$787K

Top Sells

1
+$17.9M
2
+$13M
3
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
RSG icon
Republic Services
RSG
+$877K

Sector Composition

1 Technology 21.34%
2 Healthcare 15.34%
3 Industrials 13.06%
4 Financials 12.77%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$753K 0.05%
3,128
127
$753K 0.05%
6,024
128
$751K 0.05%
3,177
129
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27,000
+1,500
130
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131
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7,188
132
$690K 0.05%
3,232
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133
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3,058
134
$670K 0.05%
5,420
135
$630K 0.05%
2,800
136
$625K 0.05%
2,086
137
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12,272
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138
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139
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8,030
-10,593
140
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7,276
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141
$593K 0.04%
17,100
142
$591K 0.04%
6,091
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143
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144
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18,830
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145
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146
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147
$555K 0.04%
3,766
-374
148
$549K 0.04%
1,559
149
$528K 0.04%
5,250
-2,170
150
$522K 0.04%
5,023
4 5
6
7 8