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
$754M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.48M
3
+$5.43M
4
XOM icon
Exxon Mobil
XOM
+$1.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M

Top Sells

1
+$9.88M
2
+$2.6M
3
+$2.01M
4
DD icon
DuPont de Nemours
DD
+$1.02M
5
GE icon
GE Aerospace
GE
+$780K

Sector Composition

1 Healthcare 17.66%
2 Technology 15.81%
3 Industrials 11.85%
4 Consumer Discretionary 9.71%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$438K 0.06%
+16,000
152
$429K 0.06%
4,874
+436
153
$418K 0.06%
12,300
154
$415K 0.06%
2,200
155
$401K 0.05%
4,000
156
$398K 0.05%
8,992
157
$398K 0.05%
4,299
-1,000
158
$383K 0.05%
3,360
159
$383K 0.05%
+5,030
160
$363K 0.05%
1,755
-49
161
$355K 0.05%
10,225
162
$355K 0.05%
2,238
163
$354K 0.05%
2,798
-43
164
$354K 0.05%
3,650
165
$335K 0.04%
7,162
166
$330K 0.04%
10,144
167
$328K 0.04%
35,000
168
$324K 0.04%
5,616
+1,787
169
$321K 0.04%
5,912
170
$309K 0.04%
7,000
171
$296K 0.04%
+3,250
172
$295K 0.04%
3,222
173
$291K 0.04%
9,486
174
$286K 0.04%
9,550
-675
175
$279K 0.04%
4,972
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7
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