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
$1.4B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.64M
3
+$1.22M
4
DXC icon
DXC Technology
DXC
+$1.21M
5
BMY icon
Bristol-Myers Squibb
BMY
+$864K

Top Sells

1
+$1.27M
2
+$801K
3
+$620K
4
BA icon
Boeing
BA
+$619K
5
VAW icon
Vanguard Materials ETF
VAW
+$588K

Sector Composition

1 Technology 16.98%
2 Healthcare 16.39%
3 Financials 13.28%
4 Communication Services 12.16%
5 Industrials 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$754K 0.05%
2,875
+200
152
$740K 0.05%
3,296
153
$721K 0.05%
3,252
154
$709K 0.05%
2,963
+35
155
$696K 0.05%
14,500
156
$675K 0.05%
3,175
-55
157
$673K 0.05%
6,550
158
$652K 0.05%
3,872
159
$652K 0.05%
51,855
+7,480
160
$651K 0.05%
31,440
+2,000
161
$646K 0.05%
2,797
162
$637K 0.05%
8,901
+25
163
$635K 0.05%
5,405
164
$634K 0.05%
3,657
-261
165
$633K 0.05%
1,492
166
$624K 0.04%
3,355
167
$608K 0.04%
11,500
+5,000
168
$586K 0.04%
9,000
+3,000
169
$573K 0.04%
19,000
170
$557K 0.04%
10,590
+1,515
171
$557K 0.04%
23,140
172
$555K 0.04%
1,551
+320
173
$552K 0.04%
25,486
+4,270
174
$551K 0.04%
6,495
+2,250
175
$546K 0.04%
7,430
5 6
7
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