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
$1.08B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$3.01M
3
+$1.48M
4
LHX icon
L3Harris
LHX
+$1.24M
5
KTB icon
Kontoor Brands
KTB
+$1.07M

Top Sells

1
+$2.29M
2
+$1.97M
3
+$1.64M
4
MA icon
Mastercard
MA
+$1.28M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$949K

Sector Composition

1 Healthcare 18.41%
2 Technology 13.51%
3 Financials 12.98%
4 Industrials 11.61%
5 Communication Services 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$476K 0.04%
3,188
+785
152
$458K 0.04%
19,000
-19,360
153
$457K 0.04%
2,135
154
$455K 0.04%
17,580
155
$424K 0.04%
3,710
+230
156
$424K 0.04%
9,807
-270
157
$423K 0.04%
3,642
158
$414K 0.04%
+2,336
159
$413K 0.04%
26,146
+7,981
160
$410K 0.04%
1,492
161
$410K 0.04%
21,470
162
$409K 0.04%
7,351
163
$408K 0.04%
12,430
164
$407K 0.04%
6,550
165
$392K 0.04%
162,535
+52,700
166
$388K 0.04%
2,390
167
$384K 0.04%
9,756
168
$355K 0.03%
6,140
169
$348K 0.03%
+3,425
170
$344K 0.03%
7,990
+3,350
171
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1,227
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172
$336K 0.03%
9,075
+500
173
$333K 0.03%
11,500
174
$327K 0.03%
10,071
175
$324K 0.03%
8,432
-12,424
5 6
7
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