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
$1.35B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.3M
3
+$12.6M
4
LHX icon
L3Harris
LHX
+$1.43M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.41M

Top Sells

1
+$18.6M
2
+$9.17M
3
+$3.23M
4
MSFT icon
Microsoft
MSFT
+$2.73M
5
EVRG icon
Evergy
EVRG
+$1.76M

Sector Composition

1 Technology 19.54%
2 Healthcare 17.78%
3 Financials 12.8%
4 Industrials 11.77%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$525K 0.04%
7,596
+750
152
$522K 0.04%
6,159
-223
153
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5,023
+512
154
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155
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7,420
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156
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157
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6,500
158
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4,050
159
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6,000
160
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5,601
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161
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162
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3,000
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163
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164
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165
$439K 0.03%
5,901
166
$426K 0.03%
7,128
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167
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168
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169
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2,435
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170
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171
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9,088
172
$388K 0.03%
9,529
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173
$386K 0.03%
4,318
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174
$377K 0.03%
9,777
175
$372K 0.03%
3,737
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