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
$1.27B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$1.81M
3
+$1.75M
4
TXN icon
Texas Instruments
TXN
+$1.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M

Top Sells

1
+$11.7M
2
+$5.46M
3
+$2.65M
4
CAG icon
Conagra Brands
CAG
+$2.13M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.08M

Sector Composition

1 Healthcare 19.31%
2 Technology 16.05%
3 Financials 13.47%
4 Industrials 12.29%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$454K 0.04%
3,740
152
$453K 0.04%
4,857
-157
153
$431K 0.03%
2,358
+760
154
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155
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5,901
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156
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+5,700
157
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158
$414K 0.03%
3,113
-70
159
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160
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4,596
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161
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162
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54,214
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163
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4,439
-391
164
$373K 0.03%
3,134
165
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9,417
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166
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167
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168
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169
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170
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171
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172
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173
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+5,108
174
$348K 0.03%
5,105
-35
175
$342K 0.03%
2,940
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