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
$742M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.2M
3
+$1.11M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$849K
5
ADX icon
Adams Diversified Equity Fund
ADX
+$601K

Top Sells

1
+$9.05M
2
+$5.5M
3
+$3.05M
4
CDK
CDK Global, Inc.
CDK
+$2.34M
5
DBD
Diebold Nixdorf Incorporated
DBD
+$751K

Sector Composition

1 Healthcare 16.58%
2 Industrials 14.84%
3 Technology 13.73%
4 Energy 9.27%
5 Consumer Discretionary 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$381K 0.05%
1,842
-25
152
$370K 0.05%
2,774
153
$370K 0.05%
8,992
-1,817
154
$349K 0.05%
7,115
155
$343K 0.05%
4,520
+1,090
156
$337K 0.05%
3,896
-52
157
$329K 0.04%
2,238
158
$327K 0.04%
9,486
159
$323K 0.04%
8,079
+10
160
$322K 0.04%
3,650
-7,520
161
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10,950
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162
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13,325
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163
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10,225
164
$313K 0.04%
8,278
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165
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3,222
166
$305K 0.04%
6,612
+1,000
167
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3,203
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168
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5,422
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169
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9,228
+400
170
$269K 0.04%
5,912
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171
$262K 0.04%
6,754
-135
172
$262K 0.04%
3,829
173
$261K 0.04%
+3,890
174
$261K 0.04%
4,906
175
$258K 0.03%
3,136
-20
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7
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