GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.75B
1-Year Est. Return 24.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.4M
3
+$1.75M
4
AVD icon
American Vanguard Corp
AVD
+$644K
5
VYX icon
NCR Voyix
VYX
+$562K

Top Sells

1
+$24.3M
2
+$13.2M
3
+$3M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$2.39M
5
COR icon
Cencora
COR
+$2.05M

Sector Composition

1 Healthcare 16.73%
2 Industrials 14.79%
3 Technology 12.78%
4 Energy 10.53%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$336K 0.05%
+8,069
152
$336K 0.05%
+19,240
153
$334K 0.05%
2,774
154
$328K 0.05%
+8,266
155
$325K 0.05%
5,575
156
$319K 0.04%
8,828
+600
157
$318K 0.04%
11,645
-75
158
$307K 0.04%
3,300
-140
159
$306K 0.04%
12,854
160
$302K 0.04%
5,400
161
$295K 0.04%
+81,775
162
$294K 0.04%
2,238
163
$293K 0.04%
9,486
-790
164
$284K 0.04%
+10,225
165
$272K 0.04%
3,222
166
$266K 0.04%
3,344
+334
167
$262K 0.04%
+3,250
168
$258K 0.04%
3,156
+2,885
169
$257K 0.04%
4,972
-80
170
$256K 0.04%
6,889
-1,000
171
$248K 0.03%
+5,612
172
$248K 0.03%
3,500
+350
173
$242K 0.03%
4,459
+1
174
$241K 0.03%
4,198
175
$241K 0.03%
4,906
5 6
7
8 9