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
$883M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.82M
3
+$5.05M
4
ORCL icon
Oracle
ORCL
+$4.72M
5
CNDT icon
Conduent
CNDT
+$921K

Top Sells

1
+$8.31M
2
+$3M
3
+$1.84M
4
BCR
CR Bard Inc.
BCR
+$1.21M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.04M

Sector Composition

1 Healthcare 17.9%
2 Industrials 13.66%
3 Technology 13.21%
4 Financials 10.96%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$488K 0.06%
6,630
+1,630
152
$486K 0.06%
+4,804
153
$486K 0.06%
7,215
+3,500
154
$479K 0.05%
5,687
-125
155
$474K 0.05%
4,405
+700
156
$468K 0.05%
4,955
157
$465K 0.05%
2,635
+1,000
158
$464K 0.05%
4,072
+300
159
$453K 0.05%
2,750
+400
160
$452K 0.05%
4,250
161
$447K 0.05%
3,155
-240
162
$444K 0.05%
7,500
163
$439K 0.05%
2,590
164
$439K 0.05%
35,000
165
$429K 0.05%
24,831
-3,401
166
$427K 0.05%
9,550
+64
167
$409K 0.05%
9,088
168
– –
0
169
$402K 0.05%
8,970
+15
170
$393K 0.04%
2,225
171
$389K 0.04%
14,500
172
$382K 0.04%
+36,610
173
$369K 0.04%
9,725
-275
174
$366K 0.04%
10,000
175
$363K 0.04%
9,311
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7
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