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
$873M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.84M
3
+$1.7M
4
DLTR icon
Dollar Tree
DLTR
+$1.24M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$1.16M

Top Sells

1
+$1.36M
2
+$1.04M
3
+$650K
4
PNR icon
Pentair
PNR
+$510K
5
BCS icon
Barclays
BCS
+$491K

Sector Composition

1 Healthcare 17.57%
2 Technology 13.26%
3 Industrials 13.24%
4 Financials 11.17%
5 Consumer Staples 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$456K 0.05%
10,114
-251
152
$456K 0.05%
3,155
-7
153
$455K 0.05%
3,286
+3
154
$451K 0.05%
10,268
-3,543
155
$449K 0.05%
3,536
156
$449K 0.05%
3,115
-500
157
$449K 0.05%
12,500
158
$444K 0.05%
2,284
159
$412K 0.05%
+7,325
160
$406K 0.05%
23,560
-1,471
161
$400K 0.05%
8,402
-910
162
$394K 0.05%
9,168
-296
163
– –
0
164
$386K 0.04%
15,027
165
$366K 0.04%
10,000
166
$360K 0.04%
13,000
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167
$357K 0.04%
4,800
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168
$350K 0.04%
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169
$345K 0.04%
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170
$335K 0.04%
8,228
-653
171
$334K 0.04%
14,500
172
$330K 0.04%
2,188
173
$322K 0.04%
6,389
-24
174
$317K 0.04%
2,390
-211
175
$314K 0.04%
4,500
+250
5 6
7
8 9