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
$719M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$8.19M
3
+$2.11M
4
KO icon
Coca-Cola
KO
+$1.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M

Top Sells

1
+$10.4M
2
+$5.47M
3
+$3.28M
4
RSG icon
Republic Services
RSG
+$1.98M
5
AXP icon
American Express
AXP
+$827K

Sector Composition

1 Healthcare 19.9%
2 Technology 13.98%
3 Industrials 13.24%
4 Consumer Discretionary 10.22%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$311K 0.04%
7,000
152
$307K 0.04%
9,088
153
$305K 0.04%
15,000
+3,000
154
$300K 0.04%
+5,250
155
$297K 0.04%
5,912
156
$284K 0.04%
9,486
157
$284K 0.04%
4,000
158
$281K 0.04%
12,500
-19,500
159
$280K 0.04%
+10,000
160
$280K 0.04%
4,550
161
$275K 0.04%
15,438
-2,167
162
$273K 0.04%
3,556
163
$269K 0.04%
3,252
+10
164
$269K 0.04%
5,582
+610
165
$268K 0.04%
9,325
166
$265K 0.04%
7,400
167
$257K 0.04%
3,437
168
$256K 0.04%
3,540
169
$251K 0.03%
2,390
-6,270
170
$247K 0.03%
4,906
171
$228K 0.03%
8,228
-1,000
172
$227K 0.03%
+5,800
173
$227K 0.03%
2,972
174
$224K 0.03%
6,754
175
$222K 0.03%
+7,200
5 6
7
8 9