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
$718M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.2M
3
+$2.34M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.66M
5
VYX icon
NCR Voyix
VYX
+$567K

Top Sells

1
+$24.3M
2
+$13.6M
3
+$3.12M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$2.39M
5
COR icon
Cencora
COR
+$2.08M

Sector Composition

1 Healthcare 16.73%
2 Industrials 15.12%
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
$341K 0.05%
3,948
+1,000
152
$336K 0.05%
+8,069
153
$336K 0.05%
+19,240
154
$334K 0.05%
2,774
155
$328K 0.05%
+8,266
156
$325K 0.05%
5,575
157
$319K 0.04%
8,828
+600
158
$318K 0.04%
11,645
-75
159
$307K 0.04%
3,300
-140
160
$306K 0.04%
12,854
161
$302K 0.04%
5,400
162
$295K 0.04%
+81,775
163
$294K 0.04%
2,238
164
$293K 0.04%
9,486
-790
165
$284K 0.04%
+10,225
166
$272K 0.04%
3,222
167
$266K 0.04%
3,344
+334
168
$262K 0.04%
+3,250
169
$258K 0.04%
3,156
+2,885
170
$257K 0.04%
4,972
-80
171
$256K 0.04%
6,889
-1,000
172
$248K 0.03%
3,500
+350
173
$248K 0.03%
+5,612
174
$242K 0.03%
4,459
+1
175
$241K 0.03%
4,198
5 6
7
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